Swivel

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Boni Newberry

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Updating your profile and User Management

Accounts & Users

🙋 How do I manage multiple Swivel accounts?

🙋 Can I sync multiple email and calendars?

Managing Your User Profile

Swivel User Roles & Permissions

Staff Role

Manager Role

Learn what the Compensation role allows in Swivel and how it differs from Owner, Manager, Staff, and Agent permissions.

Compensation User Role

Access Codes

User Roles & Permissions

Swivel lets you create agents that aren’t tied to a login. This guide explains the difference between users and non‑user agents, why you might create a non‑user agent, and how…

Creating and Managing Agents Without User Accounts

🙋 How do I invite a new user to my account?

Control who can access your Swivel account by disabling access, archiving users, updating roles, or deleting users.

Managing User Access

🙋 FAQs: Managing Additional Users

Create & Manage User Groups

🙋Can I view a User's linked calendar or email account?

Celeste Olson

User Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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