Assign User Visibility
Navigate to the desired contact record.
Go to the Edit Contact
Scroll to the User Visibility drop down on the contact form > select a user(s) to have contact viewing privileges.
Scroll to the Group Visibility drop down on the contact form > select the group(s) to have contact viewing privileges.
Click Save button.
🔍 Tip: Users with an Owner role still have access to view all contact records, regardless of viewing permissions.
Creating Groups
🚧 IMPORTANT: Swivel support team will need to enable these features. Please reach out to support@swivelcrm to get started.
Defining Groups in Swivel, helps users restrict viewing privileges for specific users and/or groups within your account.
From the left-side navigation menu, go to the Account tab.
Click Groups.
Click the +New button.
Complete the New Group form.
Name
Description (optional)
Users
Click Save.
To edit a group, click the Action Menu > select Edit.
Once the group(s) have been successfully created, complete the below steps to select a group(s) that have contact viewing privileges.
Assign Contact Visibility by Group Permissions
Navigate to any contact record.
Go to the Action Menu > select Edit.
Go to Group Visibility > select a group(s) to have contact viewing privileges.
Click Save button.