System

Where your account is configured — profile and custom fields, users & groups, finance, communication and feature-level options, organised into folders.

Watch in the Academy

Academy lessons

06-12 Brand hub

Discover how the Brand Hub instantly makes every email, form and communication look unmistakably yours, while keeping things light and fun. You’ll learn to set up colours, fonts and logos so your brand shines across SwiftFox without any extra effort.

06-11 Guest access to SwiftFox

A friendly walkthrough shows you how to set up guest access for events, so external helpers can jump in and assist without wandering into the rest of SwiftFox. You’ll learn the quick steps to enable, configure and share secure guest logins, keeping everything safe and simple.

06-10 Create and manage user accounts

Set your team up for success with seamless user onboarding in SwiftFox. In this lesson, we walk through creating a new user, assigning User Groups before first login, sending the welcome email, resetting passwords, and updating email addresses

006-09 Audit trail of user activity

Audit trails provide you with a detailed record of all changes made to your data in SwiftFox. That way, you'll never miss a beat! See how this works in our next tutorial.

006-08 Create New Event RSVP Options

This tutorial is all about tracking more data on your events and tailoring your event communications. Learn how to create new options, and tailor your communications based on RSVP. How useful!

006-05 Create Category Types

Learn how to create categories for your contacts, so you can distinguish between; members, clients, prospects, and stakeholders. So easy, and so useful.

006-04 Set Email Campaign Categories

Email category types mean more people on the mailing list! Learn how to set external campaign categories such as; 'marketing' 'news' and how to make your campaign type internal only.

006-03 Create an Email Preferences Page

Your email preferences page is how a contact can subscribe or unsubscribe from your campaign emails. Learn how to set this up, and why its so important.

006-07 Create Your Email Signature

Sending a direct email to a contact? Learn how to add a signature, and how to set it by default. How nice, how easy, how you.

006-02 Users & Groups

What's a user? What's a user group? This tutorial is an essential for all administrators, as we dive into user access and how to create dedicated groups of user permissions. Bring; your serious face.

006-06 Create Tags for Posts

Tags on posts group like information together. This way when your team creates and shares posts, like information can be easily searched and found. Learn why this is useful.

006-01 Reset Passwords and Set 2FA

A double layer of protection is worth a few minutes of your time. A must watch!

General

System/Settings — Overview

Configure account security, user access, organization details, integrations, finance, and feature settings.

System/Settings — Frequently asked questions

Manage SwiftFox user groups, permissions, audit logs, invoices, texts, and other admin settings.

Workflows

Goals & CPD activity sources

Manage activity sources: add, edit, delete and control point‑tracking settings for members.

September 29, 2026

Users & group membership

Manage user accounts, view and edit group memberships, and check permissions across all sections.

September 29, 2026

Company details & financial / invoice settings

Edit company details and configure invoice and financial settings

September 29, 2026

Feature menu & feature folders

Reorder the Feature menu and set List folder depth limits in SwiftFox settings.

September 23, 2026

General preferences — profile display, contact lookup & feature folders

Configure profile display, contact lookup and feature folder defaults in SwiftFox settings.

September 23, 2026

Tags & categories (post tags & contact category types)

Manage tags, categories, and permissions for contacts and records across the account.

September 23, 2026

Address settings, category types & default roles

Overview of address tags, contact categories, and default role settings with step-by-step setup instructions.

September 23, 2026

Dynamic Rules custom field

Set up rule‑based single‑select custom fields and automate their values.

September 22, 2026

Audit logs (system-wide)

Full overview of system‑wide audit logs: how to view, filter, sort, permissions, and per‑contact activity details.

September 22, 2026

Creating & managing custom fields in Settings

Custom fields let you capture, organize, and control extra data across records with permissions, sections, and diverse field types.

September 22, 2026

Brand hub

Set up and manage your organisation's branding across SwiftFox

August 26, 2026

Profile fields (showing & ordering built-in fields)

Configure which built‑in profile fields appear and their order for People and Organisations profiles.

August 19, 2026

Campaign periods & contact restrictions

Account-wide rules for setting campaign periods and restricting contacts.

System/Settings — Workflows: step-by-step

Step‑by‑step procedures for common Settings tasks, from password resets to invoice customization.

My Account — password reset & two-factor authentication

Securely reset your password and enable two‑factor authentication for SwiftFox account access.

Limitations & best practice

System/Settings — Limitations & best practice

Tips for secure settings, permission limits, and best‑practice configurations.