How to move between the Circles you have access to, and what to check when you can't find a Contact — or can see one you didn't expect. This guide is for everyday users of an account that already has Circles set up.
Switch to a different Circle
- Select the profile icon in the top bar, to the right of the + button.
- The profile menu opens. Alongside Tenant, Theme, View profile, Manage exports and Log out, it holds a Circle dropdown listing every Circle you have access to.
- Open the Circle dropdown and select the Circle you want to work in.
Once you switch, every feature in SwiftFox updates to show only the data for that Circle.
Your default Circle
You choose your own default Circle in Settings → My account → Circles. You start there each time you sign in until you switch. If you haven't set one, SwiftFox uses your first available Circle. See My Account — password reset & two-factor authentication (Document ID: 334).
Reaching resources in another Circle
Some pages show a Circle dropdown at the top. This lets you open resources you've been granted access to in other Circles — such as a Global list or a Hub-level form. Even when you open a resource from another Circle, you still only see the Contacts from your own Circle.
"I can't find a Contact"
Check which Circle you are currently in. The Contact may live in a different Circle. Switch to a broader Circle — such as a Hub or the Global Circle, if you have access — and search again.
"I can see a Contact I shouldn't"
The most likely cause is that the Contact is not assigned to any Circle. Contacts with no Circle are Global People and appear in every Circle by default. Ask your administrator to check whether the Contact has a Circle assigned; if not, they can create a Segment that captures those Contacts to remove them from Global visibility (see Creating and editing Circles (Document ID: 407)).
"A Circle is missing from my dropdown"
Only Circles that have been explicitly assigned to you or your user group appear in your dropdown. If one is missing, ask your administrator to check your access in Circle Settings.
Related capabilities
- Circles — Overview (Document ID: 408) — how Circles, the Global Circle and Global People work.
- Creating and editing Circles (Document ID: 407) — administrator setup and access assignment.
- Circles — Limitations & best practice (Document ID: 405) — why newly-matched Contacts can take until the next morning to appear.