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
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.
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.
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- 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:
Some locations by selecting a Group:
Limited to one or a few locations:
ℹ️ The invite will come from invite@tryswivl.com:
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