Teams & Organizations
Inviting your team and managing roles and access.
Every SwiftTrail account belongs to one or more organizations — your firm's shared workspace for documents, clients and billing.
Inviting teammates
From your organization settings, invite a teammate by email. They'll get access to your organization's documents and extraction history once they accept.
Roles
The role you assign a team member controls what they can see and do within your organization. Review your organization's member list from time to time, and remove access for anyone who's left your team.
Multiple organizations
If you work with more than one firm or need to keep certain clients completely separate, you can belong to more than one organization and switch between them.