If you’re a team Owner or Admin, you can invite members from the Members tab.
Click on the "Add members" button in the upper right corner and enter the email addresses of the people you wish to invite.
Inviting members
Here are the people we recommend you invite to your Swarm!
Your company founders and department leaders are likely to have a strong network and one that is going to be relevant in your specific industry.
Depending on the size of your company, we recommend inviting your entire team to maximize the reach of your network. You can layer incentives such as commissions and bonuses if you'd like to incentivize introductions.
Consider adding your advisors and investors as well: The Swarm works particularly well with large advisors/investors networks, unlocking the most valuable intros, but you can start at any size!
Then, consider inviting trusted partners, and eventually key customers who are open to giving you warm referrals to their networks. This is a particularly strong use case.
Communicating your goals
The vast majority of people are happy to join as a member and help out. People want to help! The value they get is a view of their own network and access to your network which creates reciprocity. It saves you and them time by identifying "informed referrals" based on relevance and relationship strength.
As with every new software, it helps to know what it is and how it's used. We recommend including a note when sending invitations to give more details to your prospective members.
Click on "Preview" before sending invites and add a note to the invitation up to 500 characters. This will be included to the email invitation.
Here's an example you can personalize.
We're using The Swarm to combine the networks of our team and trusted advisors! We'd love to add you to tap into your own network and identify warm introductions.
All you have to do is accept this invite (100% free to you), add your connections from work, LinkedIn, and email (it only takes a few minutes). You'll gain an organized. prioritized view of your own network and access to our company network. When we see potential introductions to key people and companies in your network, we’ll reach out to you!
We're building a processes around this to make the most of your connections and save everyone a ton of time in the process. Any questions, please let me know. Thanks so much for your support.
Choosing user permissions
When inviting members, you can choose between Admin, Contributor, Guest or Connector permissions.
Admins can invite other members while Contributors cannot. Guests cannot see contact information nor the connections of other guests. Connectors don't get notified nor invited, but we can map their work overlaps based on their LinkedIn URLs!
Note that you can also update permissions later on.
Every member besides connectors receive an email and an automated reminder 3 days later if they haven't joined. You can manually send reminders from your Members tab as well. Up until the team member accepts the invite, you can also revoke the invitation.
After accepting the invitation, the member will appear on the Joined column. To remove their access to your team at any time, simply click the dropdown menu (3 dots) next to their permission and select “Remove.” Their connections will instantly be removed from the account.
Understanding data handling
Investors, trusted advisors, and company decision-makers typically have broad and well-established professional networks. This is what makes their connections so valuable to your company, but it also makes people cautious about who they share their hard-earned networks with. Your data and their data will always be safe and secure within the Swarm:
Most of the relationship data we gather is actually public (LinkedIn connections, former colleagues, etc.) but would be very hard and time-consuming to compile manually. It usually helps for your members to realize this!
A Swarm team is only accessible to its members. The data is kept safe thanks for our secure by design infrastructure.
The Swarm is GDPR and CCPA compliant and employs a range of strict data safety & security processes to ensure all the data within the platform is kept as safe as possible at all times. Please visit our Safety Center here for more information.
Read next: Searching and filtering (3/6)