Users & group membership

The Users page lists everyone who has a login to your account and shows which user groups each person belongs to. Group membership is what determines a user's permissions, so this is where you manage who can do what.

View users

1. Go to Settings → Users & access → Users.
2. Review the list of users. For each user you can see their: - User (name) - Email - User Groups they belong to

Add a user

1. Go to Settings → Users & access → Users.
2. Click Create user.
3. Enter their details and assign them to one or more user groups.

Add or remove a user from groups

1. Go to Settings → Users & access → Users.
2. Locate the user you want to change.
3. Add them to, or remove them from, one or more user groups.

A user's effective permissions are the combination (union) of all the groups they belong to — see User Groups and role feature toggles for how permissions are defined.

How group membership works

• A user can belong to multiple groups at once. Their permissions are combined, so a user gets every permission granted by any of their groups.
• New users can be placed into a default group automatically on first login — this is configured on the User groups page.
• Removing a user from a group immediately removes the permissions that group provided (unless another of the user's groups also grants them).

Check a user's permissions

Because a user's permissions are the combination of every group they belong to, group names alone don't tell you what one person can actually do. The user drawer shows this directly.

1. Go to Settings → Users & access → Users.
2. Click the user's row in the Users table. Their details open in a drawer on the right.
3. Scroll to Permission flags.

Permission flags lists every permission the user inherits from their assigned groups. A summary at the top states how many permissions they hold and how many areas those permissions span — for example 79 permissions across 24 areas.

The table below has three columns:

• Permission — the name of the permission, for example Manage Custom Fields.
• Area — the part of SwiftFox the permission applies to, for example Administration or Action Centre.
• Group — which of the user's groups grants that permission. Where more than one group grants it, the extra groups appear as a count beside the first, for example Campaigner +3.

To check one permission rather than scan the whole table, type into the Find a permission box above the table and the list filters as you type.

The same drawer also shows:

• Groups — the groups the user belongs to. Access is inherited from these groups, and the user's default group is marked.
• Circles — only the circles explicitly assigned to the user.

Permission flags lists the permissions a user has, not the ones they lack. If a permission doesn't appear, none of the user's groups grants it.

Permissions

Managing users and their group membership requires the appropriate permission. If you cannot add or remove users from groups, ask your system administrator to grant access.

Related

• To create groups and set their permissions, see User Groups and role feature toggles.
• For your own security settings, see My Account: password reset & two-factor authentication.