Swivel has two options to control who can see contacts in your account.
Assign Contact Visibility by User
Assign Contact Visibility by Group
⚠️ IMPORTANT: Swivel support team will need to enable these features. Please reach out to support@swivelcrm to get started.
Assign Contact Visibility by User
Navigate to the desired contact record.
Go to the Action Menu > select Edit.
Go to User Visibility > select a user(s) to have contact viewing privileges.
Click Save button.
🔍 Tip: Users with an Owner role still have access to view all contacts, regardless of viewing permissions.
Assign Contact Visibility by Group
Step 1: Creating Groups
From the left-side main menu, go to the Settings tab.
Click the Settings tab to view more options.
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.
📌 Note: Once the group(s) have been successfully created, complete the below steps to select a group(s) that have contact viewing privileges.
Step 2: Assign Group Visibility to Contact
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.
Can I restrict specific contact information shown (SSN, policy info, notes, etc.)?
Can I restrict specific contact information shown (SSN, policy info, notes, etc.)?
No. At this time, the visibility permission shows all available information.
Can I bulk assign visibility to contacts?
Can I bulk assign visibility to contacts?
Yes! To bulk assign or edit visibility to contacts, navigate to the Contacts page and Filter the contacts you want to assign. Next, click the Action Menu on the Contacts page, select the Bulk Assign button and complete the Bulk Assign pop-up.
If I leave the user visibility and the group visibility fields empty, does the contact defaults to "everyone"?
If I leave the user visibility and the group visibility fields empty, does the contact defaults to "everyone"?
Yes, the default is that all users (everyone) can see the contact.
If I leave the user visibility empty and select a custom made group for group visibility, then only the people in that group will have access to see that contact, correct?
If I leave the user visibility empty and select a custom made group for group visibility, then only the people in that group will have access to see that contact, correct?
Yes, that is correct.
If I select one user for user visibility and select a custom made group for group visibility, then every member of the custom group and the one user will see the contact, correct?
If I select one user for user visibility and select a custom made group for group visibility, then every member of the custom group and the one user will see the contact, correct?
Yes, that is correct.
Can I merge duplicate contacts with visibility restrictions?
Can I merge duplicate contacts with visibility restrictions?
You must remove the visibility and group restrictions on the contacts before you merge. Once successfully merged, you can reapply the any visibility and group restrictions as needed.