Sharing permissions control who can see and work with a task. They use SwiftFox's standard permissions menu, so you can grant access to individual users or to User Groups, and restrict a task's visibility to specific groups.
Permission levels
When sharing a task you can grant any of the standard access levels:
- Full Access — can view, edit, and manage the task, including its sharing settings.
- View and Edit — can view and make changes to the task, but not manage who else has access.
- View only — can see the task but cannot change it.
Set permissions on a task
- In the Create a task form (or while editing a task), click Sharing permissions to open the Edit permissions panel.
- (Optional) Choose a Preset as a quick starting point — Everyone (visible account-wide) or Only me (visible to just you).
- Under Add access for, choose User or User group (or Add me to add yourself), find the user or group, set an Access level, and click Add.
- The available levels are Full Access, View and Edit, and View only.
- Use this to restrict visibility to specific groups if the task should not be seen account-wide.
- Click Apply to confirm the permissions, then Create the task.
Visibility indicator
- When a task has custom Sharing permissions, a Visibility icon appears on its row in the tasks table.
- This signals that the task is not visible to everyone and that custom access rules apply.
- Tasks without custom permissions follow the default visibility for the account.
When to restrict a task
- To keep a sensitive task between a small group of users.
- To ensure only a particular team can edit a task while others view it.
- To hide a task from users who do not need to see it — apply Sharing permissions and limit access to the relevant users or groups.