Required Setup for Swivel Account Owners
Invite & Manage Your Team
Invite users to Swivel, configure user access, and help your team get started with confidence.
Overview
Section titled “Overview”Your data has been imported and validated. Now it’s time to invite your team into Swivel.
A successful rollout is about more than creating user accounts. Assigning the right access, setting clear expectations, and helping users get started will build confidence and encourage adoption from day one.
Today’s Goal
Section titled “Today’s Goal”By the end of this article, you will be able to:
Section titled “By the end of this article, you will be able to:”- Invite users to Swivel.
- Configure the appropriate access for each user.
- Help your team prepare for their first login.
- Guide users to the right onboarding resources.
Step 1: Invite Your Users
Section titled “Step 1: Invite Your Users”Why This Matters
Section titled “Why This Matters”Each member of your organization needs their own Swivel account to securely access customer information and collaborate with your team.
What to Do
Section titled “What to Do”As you invite users to Swivel:
- Enter each user’s business email address (unless user created via import)
- Assign the appropriate User Role.
- Send the invitation email.
- Configure User Groups, if your organization uses them.
- Assign Access Codes, if you restrict visibility by institution, product line, or product.
- Confirm each user can successfully sign in.
Additional Resources
Section titled “Additional Resources”🔗 Swivel User Roles & Permissions
Step 2: Help Your Team Get Started
Section titled “Step 2: Help Your Team Get Started”Why This Matters
Section titled “Why This Matters”Your users don’t need to learn every feature before they begin working in Swivel.
Encourage them to start with the tasks they perform every day and build confidence over time.
What to Do
Section titled “What to Do”After inviting your users:
- Share the Getting Started with Swivel collection.
- Encourage users to begin with the articles most relevant to their role.
- Remind your team that it’s okay to learn as they work.
- Let users know where to find additional help through the Help Center, webinars, and Support.
Best Practices
Section titled “Best Practices”- Invite your team after validating your migration.
- Assign permissions based on each user’s responsibilities.
- Configure User Groups and Access Codes before launch if your organization uses them.
- Encourage users to begin working in Swivel right away.
- Continue improving your data over time rather than delaying adoption.
- Remind users that the Help Center, webinars, and Support are always available if they need assistance.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Should I invite everyone at the same time?
Section titled “Should I invite everyone at the same time?”Yes, most organizations invite all users once they’ve validated their migration.
What if someone didn’t receive their invitation email?
Section titled “What if someone didn’t receive their invitation email?”Ask them to check their spam or junk folder first.
If they still haven’t received it, verify the email address and resend the invitation.
Can I change a user’s permissions later?
Section titled “Can I change a user’s permissions later?”Yes. User roles, permissions, User Groups, and Access Codes can all be updated by an administrator as your organization evolves.
Do I need to use User Groups or Access Codes?
Section titled “Do I need to use User Groups or Access Codes?”No. These features are optional and are typically used by organizations that want to organize users or restrict visibility across offices, teams, institutions, or product lines.
Where should new users start learning Swivel?
Section titled “Where should new users start learning Swivel?”We recommend starting with the Getting Started with Swivel collection. Users can focus on the articles that support their day-to-day responsibilities and continue learning as they work.
Next Step
Section titled “Next Step”Great work! Your team is ready to begin using Swivel.
Continue to Review & Clean Up Your Data to improve data quality over time as your organization becomes more familiar with Swivel.