Your first day as an Admin
As an Admin, you are responsible for managing day-to-day operations in Swivl. Your Super Admin has already set up the account and invited you this guide covers everything you need to do on your first day to hit the ground running.
Overview
As an Admin, you are responsible for managing day-to-day operations in Swivl. This guide covers what to do on your first day so you can get up to speed quickly and start contributing right away.
Who can access this
- Admins
Your day-one checklist
1. Log in and set up your password
When your Super Admin invites you, you will receive an email with a link to create your account. Click the link, set your password, and log in. You will land on the Dashboard.
2. Explore the Dashboard
The Dashboard gives you an at-a-glance summary of business activity including active jobs, upcoming tasks, and recent updates. Spend a few minutes getting familiar with the layout and the data available to you.
3. Review Customers
Go to Clients → Customers to view all customer records. You can view existing customers, add new ones, or import a list. Each customer profile stores contact details, job history, and communication records.
4. Check Leads
Go to Clients → Leads to see incoming requests and potential customers. Leads can be created manually, captured from your website, or generated through integrations. Follow up and convert them into paying customers.
5. Browse Work Orders
Go to Work Order in the sidebar to access:
- Scheduler: View and manage scheduled tasks on a calendar
- Jobs: See all active, completed, and pending jobs
- Invoices: Review invoices sent to customers
- Estimates: Review estimates and quotes
6. Edit your profile
Go to Settings → My Profile to update your name, phone number, personal email, and profile photo. Keeping your profile up to date helps your team identify you in assignments and communications.
7. Take the product tour
If a product tour is available, you will see pulsing beacons on certain parts of the interface. Click through the guided tooltips to learn how key features work.
Tips
- Use the + Create button at the top of the sidebar to quickly add a new customer, job, task, estimate, or invoice.
- Use the Search bar in the top navigation to find customers, jobs, invoices, or any record quickly.
- Click Need Help? in the sidebar at any time to open the help assistant.