Required Setup for Swivel Account Owners

Swivel Administrator Guide

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.

Welcome to Swivel Administration

As a Swivel Account Owner, you’re responsible for preparing your organization for a successful launch.

This guide walks you through the administrative tasks required to prepare your CRM, configure organization settings, manage users, and enable optional features like Swivel Sync, the Client Portal, and Swivel SMS.

Whether you’re setting up Swivel for the first time or finishing implementation after a data migration, this guide will help you build a strong foundation for your team.

Today’s Goal

Understand your role in the implementation process and learn what you’ll need to configure before launching Swivel to your team.

By the end of this guide, you’ll have completed the core administrative setup needed to support your organization.

Before You Begin

Before continuing, determine which implementation path applies to your organization.

Your data has already been imported into Swivel

This is the most common onboarding experience. If your data has already been migrated by Swivel or your implementation specialist, you’re ready to continue to the Validate Your Imported Data.

You're responsible for importing your own data

If your organization is completing its own migration, import your data before continuing with the remaining setup tasks. Continue with Import Your Data.

What You’ll Configure

Throughout this guide, you’ll learn how to:

Configure organization settings.
Review, Audit, and cleanup your data.
Set up users, roles, and permissions.
Configure Swivel Sync (if applicable).
Prepare client-facing features like the Client Portal.
Configure email and text messaging.
Prepare your organization for launch.

Need Help?

If you have questions during implementation, we’re here to help.

Browse the Help Center.
Attend a live training session.
Contact Swivel Support.
Work with your implementation specialist.

Next Step

If you’re responsible for migrating your own data, begin with Import Your Data.

If your data has already been imported, continue to Validate Your Imported Data.