Roles & Permissions

Users in Swyft can have multiple roles that make up their permission profile. These roles include: Standard User, Collaborator, Admin, Technical Admin, and Cortex.

Standard User

Standard users are users that have their meetings, calls, and other activities processed by Swyft. These are typically your Account Executives, Customer Success Reps, Business Development Reps, Sales Engineers, etc. May require a paid seat depending on your plan.

Collaborator

Collaborators are read-only users in that have access to view your teams analyzed meetings in Swyft.

Admin

Admins are given permission to manage all users in the organization. This includes inviting new team members, updating user roles (like the ones above), and deactivating users.

Technical Admin

Technical Admins are given permission to manage field configurations and workflows in Swyft. This permission involves configuring prompts, automated fields, field and group orderings, and more.

Cortex

Cortex is our agent that responds to natural language and is used uncover trends and answer questions about all of your Swyft data. May require a paid seat depending on your plan.