Swivel

Jessica

Celeste Olson

Tayler Hickman

Business Management

Carriers & Institutions

Learn how to add and manage vendors in Swivel, including restaurants, venues, service providers, and other businesses or organizations.

Vendors

Duplicate Contacts

Import Tools

Business Management 

Compensation Overview

Projected Compensation

This article walks you through how to delete multiple compensation records from a product at once

Bulk Delete Compensation Records

Boni Newberry

Compensation Reports and Managing Agent Commissions

Compensation

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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.

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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.

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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.

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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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