Swivel

New to Swivel? Start here to understand the onboarding process, know what to expect, and begin using Swivel with confidence.

Welcome to Swivel

Get comfortable navigating Swivel, find the information you use every day, and complete your first tasks with confidence.

Your First Day in Swivel

Connect the tools and services you use every day so Swivel becomes your central workspace. In this article, you'll connect your email, calendar, and phone (if applicable).

Connect the Essentials

Swivel Onboarding & Support FAQ

Boni Newberry

Everything new users need to get started with Swivel, from your first login through onboarding and everyday work.

Getting Started with Swivel

Learn what it means to be a Swivel Account Owner, what you'll be responsible for during implementation, and how to prepare your organization for a successful launch.

Swivel Administrator Guide

Import your contacts, products, and other business data into Swivel. This guide explains your migration options, what to expect during the import process, and how to prepare for a successful…

Import Your Data into Swivel

Confirm your migration was successful by reviewing your imported data, identifying any critical issues, and determining whether you're ready to invite your team into Swivel.

Validate Your Imported Data

Invite users to Swivel, configure user access, and help your team get started with confidence.

Invite & Manage Your Team

Learn how to prioritize data cleanup after implementation to improve reports, Automations, Swivel Sync, Swivel Summary, filtering, and your team's overall experience in Swivel.

Review & Clean Up Your Data

Connect your carriers and custodians to Swivel Sync so policy and account information stays up to date automatically.

Set Up Swivel Sync

Configure your organization's email and text messaging settings so users can send branded emails and SMS messages from Swivel.

Configure Email & Text Messaging

Follow this collection to configure your organization for a successful Swivel launch. All setup tasks must be completed by the user with the Owner role

Required Setup for Swivel Account Owners

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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.

{appName} in 60 seconds

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.

Prototype getting-started answer

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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