--- title: Inviting New Members description: How to add team members, assign roles, set location access, and manage permissions based on their responsibilities. --- [Skip to content](https://learn.tryswivl.com/inviting-members-to-swivlstudio#main-content) English Show submenu for translations ![Full Color.png\]](https://learn.tryswivl.com/hs-fs/hubfs/Full%20Color.png?height=50&name=Full%20Color.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to Studio](https://v3.swivl.studio/) [Go to Studio](https://v3.swivl.studio/) How can we help you? - There are no suggestions because the search field is empty. 1. [Using swivl](https://learn.tryswivl.com/?hsLang=en) 2. [Roles & Permissions](https://learn.tryswivl.com/roles-permissions?hsLang=en) # Inviting New Members ## How to add team members, assign roles, set location access, and manage permissions based on their responsibilities. Navigate to **Settings \> Members** and click on **Add Member**  ![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-Oct-24-2024-09-36-24-9741-PM.png?width=688&height=346&name=image-png-Oct-24-2024-09-36-24-9741-PM.png) Enter the user's first name, last name email address, and click "Send Invite" to send them an email with a unique link to set up their account. ![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-Oct-24-2024-09-35-43-9329-PM.png?width=688&height=346&name=image-png-Oct-24-2024-09-35-43-9329-PM.png)   ℹ️ If you don't see the option to add a user, you may have reached the maximum number of users allowed on your account. In this case, please contact your swivl representative to upgrade your account.   #### Access Options Once you have added the new member to the platform, you can assign them one or more roles based on their responsibilities. Additionally, you can control their access level by choosing whether they can access all locations, specific locations by selecting groups, or just one location. - - **All Locations:** Full access to every location. - **Some Locations:** Access to selected locations by choosing specific groups. - **Limited Access:** Permissions to only one or a few designated locations. #### All Locations: ![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-Apr-10-2025-02-06-44-0410-PM.png?width=400&height=411&name=image-png-Apr-10-2025-02-06-44-0410-PM.png) #### Some locations by selecting a Group: ![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-Apr-10-2025-02-05-31-4819-PM.png?width=400&height=412&name=image-png-Apr-10-2025-02-05-31-4819-PM.png) #### Limited to one or a few locations: ![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-Apr-10-2025-02-07-44-2024-PM.png?width=400&height=411&name=image-png-Apr-10-2025-02-07-44-2024-PM.png)   ℹ️  The invite will come from [invite@tryswivl.com](https://learn.tryswivl.com/invite@tryswivl.com?hsLang=en):     ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-ZSLjM2rA__/efe8c6d5fd67de86f8c8c978c00aa87f958804c13c8916b000da1456bf9787fe7a945be7f095fda130f54f5499ceb294700825a8e36ab853fd844ecab73978aee9a980cc1e4ce425d4aef89ddc3eeaa6f9030058a7c4839b2830c2113fea036293f160e3) #### Roles Most of the time, you’ll be adding users with the role of Agent, but for your convenience, we’ve included a list of all the roles and their permissions below. **Admin**: Conversations, Training, User Journeys, Bot Settings, Variables, Embed Builder, and Users & Permissions **Agent**: Conversations **Manager:** Conversations, Training, User Journeys, Bot Settings, Variables, and Embed Builder - [Getting started](https://learn.tryswivl.com/getting-started?hsLang=en#main-content) - [For Admins](https://learn.tryswivl.com/getting-started?hsLang=en#for-admins) - [For Agents](https://learn.tryswivl.com/getting-started?hsLang=en#for-agents) - [Set Up your Bot](https://learn.tryswivl.com/getting-started?hsLang=en#set-up-your-bot) - [Roles & Permissions](https://learn.tryswivl.com/roles-permissions?hsLang=en#main-content) - [Password Resets](https://learn.tryswivl.com/roles-permissions?hsLang=en#password-resets) - [Property Manager](https://learn.tryswivl.com/property-manager?hsLang=en#main-content) - [Details](https://learn.tryswivl.com/property-manager?hsLang=en#details) - [Cortex](https://learn.tryswivl.com/property-manager?hsLang=en#cortex) - [Groups & Locations](https://learn.tryswivl.com/property-manager?hsLang=en#groups-locations) - [Chatbot Setup](https://learn.tryswivl.com/chatbot-setup?hsLang=en#main-content) - [Installing your Bot](https://learn.tryswivl.com/chatbot-setup?hsLang=en#installing-your-bot) - [Advanced](https://learn.tryswivl.com/chatbot-setup?hsLang=en#advanced) - [Escalations (Live Conversations)](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#main-content) - [Agent Profile & Availability](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#agent-profile-availability) - [Handling Live Chats](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#handling-live-chats) - [Notifications](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#notifications) - [FMS Integrations](https://learn.tryswivl.com/fms-integrations?hsLang=en#main-content) - [Connecting your FMS](https://learn.tryswivl.com/fms-integrations?hsLang=en#connecting-your-fms) - [Leads](https://learn.tryswivl.com/fms-integrations?hsLang=en#leads) - [SMS & Automated Sequences](https://learn.tryswivl.com/sms-automated-sequences?hsLang=en) - [Troubleshooting](https://learn.tryswivl.com/troubleshooting?hsLang=en) - [Reputation Management](https://learn.tryswivl.com/reputation-management?hsLang=en) - [spot.is (QR codes)](https://learn.tryswivl.com/spot-is-qr-codes?hsLang=en#main-content) - [Payments](https://learn.tryswivl.com/spot-is-qr-codes?hsLang=en#payments) - [Performance & Analytics](https://learn.tryswivl.com/performance-analytics?hsLang=en#main-content) - [Analyzing Customer Behavior](https://learn.tryswivl.com/performance-analytics?hsLang=en#analyzing-customer-behavior) - [Connecting Apps](https://learn.tryswivl.com/connecting-apps?hsLang=en#main-content) - [Google](https://learn.tryswivl.com/connecting-apps?hsLang=en#google) - [Resources](https://learn.tryswivl.com/resources?hsLang=en) - [Notifications](https://learn.tryswivl.com/notifications?hsLang=en) - [Contact Us](https://learn.tryswivl.com/contact-us?hsLang=en) - [Payments](https://learn.tryswivl.com/payments?hsLang=en) - [Voice](https://learn.tryswivl.com/voice?hsLang=en) - [Cortex](https://learn.tryswivl.com/cortex?hsLang=en) - [Chatbot Topics](https://learn.tryswivl.com/chatbot-topics?hsLang=en) - [Ticketing](https://learn.tryswivl.com/ticketing?hsLang=en) [![Chill listening crop-3](https://learn.tryswivl.com/hs-fs/hubfs/swivl_logo_dark_png.png?width=80&height=24&name=swivl_logo_dark_png.png "Chill listening crop-3")](https://swivl.studio) swivl Support Copyright © 2026, swivl