Settings is the central area where you configure account security, user access and permissions, system-wide classifications, your organisation's company and finance details, and the infrastructure behind features such as People & Organisations, Events, Emails, Text messages, Lists, Forms, Posts, Pipelines, Projects, Finance and Tasks.
Most options here control what other users can see and do, and how records behave across the whole account. Settings opens on My account, and a Search settings box sits at the top of the left-hand menu — it finds a page by its name, by a previous name, or by a section (tab) within a settings page.
How Settings is organised
Settings is grouped into eight areas. The pages in this guide map to those areas:
- My account — your own account, in three tabs: Profile & Security (password and two-factor authentication), Permissions (see your groups and permission flags) and Circles (choose your default circle).
- Organisation — Company details, Brand hub, General preferences, and Feature menu.
- Users & access — Users, User groups, and Audit logs.
- Data & records — Profile fields, Custom fields, Tags & categories, Default roles & titles, Circles, Campaign periods, and Target areas.
- Features — configuration for Cases, Events, Calls & Visits, Action centres, Accreditation, Document templates, the Login Portal, and Websites.
- Communications — Email settings, Email signatures, Campaign categories, Email preferences, and Text messages.
- Finance & usage — Plans, Plan add-ons, Invoice settings, Payment methods, Payers, Financial settings, Tracking categories, and Wallet.
- Integrations — Xero integration, XPM integration, and API keys. Creating and managing API keys is covered in full in Creating & managing SwiftFox API keys.
Detailed guidance for some pages
Email configuration under Communications (sending domains and DNS, campaign categories, email tags, and the Email preferences page) is covered in full in the Emails guides, starting with Emails — Overview. The Login Portal page under Features — member login access, portal access permissions, portal profile fields, subscription management and portal events — is covered in the Login Portal guides, starting with Login portal — Overview.
Permissions drive what you see
Access to Settings, and to individual pages within it, is controlled by User groups. The Admin permission grants access to Settings itself; other permissions (for example Manage Custom Fields, Manage Tags, Manage Event Settings, Manage Documents) control individual configuration pages.
If you cannot see a Settings page described in this guide, ask your system administrator to grant the relevant permission to one of your user groups.
Where to start
- To secure your own login, see My Account — password reset & two-factor authentication.
- To control who can do what, see Users & group membership and User Groups and role feature toggles.
- To set up classifications and defaults that flow through the rest of the account, see Creating & managing custom fields in Settings and Tags & categories (post tags & contact category types).
- For company and finance branding, see Company details & financial / invoice settings.