Case sharing permissions & inheritance to posts

Each case has its own sharing permissions. These control who can see the case and, by inheritance, the posts created inside it.

Set sharing on a case

1. While creating or editing a case, click Sharing permissions (top right of the case drawer). For an existing case you can also use Sharing permissions in the ⋮ menu on the case's row. The Edit permissions panel opens.
2. Start from a preset if it fits: Everyone, Current Circle or Only me.
3. Otherwise, under Add access for, choose User, User group or Circle, find the user, group or circle, choose an Access level (Full Access, View and Edit or View only) and click Add. Add me adds your own access in one step.
4. The list starts with an Anyone entry, which gives everyone access. Remove it (the ✕ on its row) if the case should be private, and make sure at least one entry remains.
5. Click Apply. (Reset to default returns the list to its default; Cancel discards your changes.)
6. Save the case — Create for a new case, or Save when editing.

Only the users, groups and circles listed can see the case and its posts.

Inheritance to posts

When you create a post in a case, the post automatically takes the case's sharing permissions — the visibility shown in the post form starts from the case's settings.

• Posts in a case behave like standard posts and also appear on the Home feed, but they remain visible only to those who have access.
• You can still change an individual post's sharing if a specific post needs different visibility.

Tasks do not inherit

Tasks created in a case do not take the case's permissions. A new task starts visible to everyone unless you restrict it with its own Sharing permissions when you create it. See Tasks inside a case (Document ID: 173).

Why this matters

• Sensitive notes and emails captured as posts stay restricted to the right people without setting permissions on every post.
• Because tasks don't inherit, check each task's sharing on a sensitive case.

Notes

• Assignment and sharing are separate: assigning a case to a user does not by itself grant other users access; access is controlled by the sharing permissions.
• Double-check the case's sharing before adding sensitive posts, since new posts take those settings.
• For the Edit permissions panel and access levels across SwiftFox, see Restricting Posts, Tasks and Cases (with case inheritance) (Document ID: 236).