Permissions

Control who can see and do what. Permissions are granted through users & groups, with access levels on individual posts, tasks, cases, contacts and projects.

General

Permissions — Overview

Manage SwiftFox permissions and access controls across groups and items

September 29, 2026

Permissions — Frequently asked questions

SwiftFox Permissions FAQ: find controls, assign levels, use presets, lock items, manage users, groups, circles, and inherit case settings.

Workflows

Export limits & approvals

Set export limits and manage approval workflows for CSV downloads in SwiftFox.

September 29, 2026

User Groups and role feature toggles

User groups control feature access via toggles, combining permissions across groups for flexible role‑based control.

September 22, 2026

Restricting Contacts

Control who can view or edit contacts with quick-set permissions, presets, and access levels.

Restricting custom fields and sections

Learn to restrict individual custom fields or whole sections in SwiftFox, managing permissions for users and groups.

Restricting Projects items (folder, sheet, column, row)

Restrict folder, project, column or row access in SwiftFox Projects.

Access levels and the "Anyone" default

Manage item visibility by setting Full Access, View and Edit, or View only and removing the default Anyone entry.

"This role is a team" and team assignment

Mark groups as teams to assign permissions and tasks collectively, simplifying access and workload management.

Permissions — Workflows: step-by-step

Step‑by‑step workflows to set, edit, and apply permissions for posts, tasks, projects, cases, contacts, custom fields, groups, and dashboards.

The permissions menu (where it appears across items)

Find where the permissions menu appears for posts, tasks, projects, cases, contacts, and custom fields.

Dashboards and Action Centres visibility

Control dashboard and action centre visibility by user groups and feature toggles.

Restricting Posts, Tasks and Cases (with case inheritance)

Learn to set sharing permissions for posts, tasks, and cases, using case inheritance to protect all related items automatically.

Limitations & best practice

Permissions — Limitations & best practice

Configure permission limits and follow best‑practice tips for SwiftFox teams