Swap

Swap Agency Partner Program Guide

Guido Kaspers

Jemma O'Leary

Learn about our Partner Program, benefits, requirements, and how to collaborate through marketing initiatives, referrals, and product access.

Partnerships

How to download and use the Euler Chrome extension to submit partner referrals to Swap directly from your browser.

Using the Euler Chrome extension

How to navigate Euler, Swap's partner portal, including your dashboard, referrals, deals, commissions, and submitting new referrals.

Navigating the partner portal (Euler)

Getting to know the partner portal, Euler.

Getting to Know the Partner Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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