Create your team

A guide to setting up your first team in Swallow

Set roles, responsibilities and team permissions for the purposes of collaboration, governance and auditing.

Once you've created your first project, you'll automatically be set up as the first team-member on the project, with full 'Read', 'Write' and 'Approve' permissions.

To edit your own permissions, simply hover over the 'Version Team' table with your cursor, over the row containing your details, and click the edit button that appears on the right-hand side.

In order to add new team members to your project, they'll need to be set up within your company account. Follow the steps below to learn how to add new team members and select the right permissions.

1. Add new team members to your Company

• Head to the Team page in your company settings

• Click ‘Add User’ and enter their name, email and name of the company they work for

• Use the toggle to add or remove company-level admin rights

• You can set come back to set their Swallow notification preferences after you’ve added them to their first project

2. Set up project team permissions for your new version

• Navigate back to your Projects screen

• Click ‘Add user’ and search for the person you’d like to add by email or name

• Click their name in the list to add them to your project (they’ll be added as ‘Read Only’ permissions by default)

• Choose which level of access you’d like to give them for this version of your pricing model. You can choose between the four levels of permissions:

  • Read only

  • Read and Write

  • Read and Approve

  • Read, Write & Approve

• In this edit screen, you can also edit the team member’s name or remove them from the project in future if you need to

• Save their permissions before exiting

Now you've set up your new project team, you're ready to start building your first model. Learn about more about the Step builder and how it works.