User Roles & Permissions
Manager Role
Welcome to Swivel! This article is aimed to help new users with the Manager user role get up-to-speed and provide a high-level overview of the features and tools available.
What does the Manager user role actually do?
Section titled “What does the Manager user role actually do?”The Manager user role is designed for individuals who need to perform standard, day-to-day operations in Swivel, as well as limited access to Data Setup and Advanced Setup options. This user role provides access to the features listed below.
View, Create, and Edit Content
Section titled “View, Create, and Edit Content”- Access, view, and add/edit all non-restricted content including contacts,contact lists, documents, products, opportunities, and emails.
- Access to create, assign, edit and manage agent goals.
Task and Workflow Management
Section titled “Task and Workflow Management”- Run, update, and manage tasks and workflows assigned.
- Track progress and mark tasks and workflows as complete.
- Ability to create, publish, and edit workflow templates.
Create & Execute Campaigns
Section titled “Create & Execute Campaigns”- Create, update, and manage marketing including broadcast emails.
Enhanced Reporting
Section titled “Enhanced Reporting”- Generate and view basic reports.
- Ability to generate and view the PII Report.
- Access dashboard and summary views of account data.
Data Setup
Section titled “Data Setup”- Access, edit, and merge existing contact categories, contact types, offices, zones, and pipelines.
- Access to the custom fields management experience.