Inviting Users to Swyft AI

Admins can invite new users to join their Swyft AI organization directly from the platform. Only users with admin permissions are able to send invitations.

How to Invite Users:

1. Navigate to the Organization tab in Swyft AI.

2. Click Invite Users in the top-right corner.

3. Enter the email address(es) of the users you want to invite.

4. Assign each invited user to the appropriate Team within your organization.

5. Choose the correct Permission Level for each user (e.g., Standard User, Viewer, or Admin).

6. Click Send Invite to finalize and send invitations.

Permissions & Seat Types

• Only Admins can invite new users or manage organization settings.

• If you want an invited user to trigger workflows or have CRM records updated or created in their name, they must be assigned a Standard User seat.

• Users with Collaborator access can view workflows and data but cannot trigger or modify them.

Best Practices

• Confirm the invited user’s team assignment before sending invites to ensure proper data visibility.

• Review permission levels regularly to maintain security and least-privilege access.

• If a user changes roles or responsibilities, adjust their team or permission level under the Organization tab.

Troubleshooting

• Invite not received? Ask the user to check spam or filtered folders. If needed, resend the invite from the Organization tab by selecting the pending invite.

• Can’t see the Invite Users button? Confirm that your account has admin permissions.

• User can’t trigger workflows? Ensure they’re assigned a Standard User seat rather than Viewer access.