Overview
This tutorial walks you through how to configure an existing Safe in the Swft dashboard. Only Admins have access to configure a Safe.
1. Navigate to Safe Management
Log in to your Swft dashboard.
From the sidebar menu, go to Management → Safes.
As an Admin, you can select any Safe from the list and click Configure to update its settings — except for the Main Safe, which is permanent and cannot be removed or deleted.
2. Change the Safe Name
Select Edit next to the Safe’s name.
Update it to reflect its current purpose — for example, “Marketing Q4,” “Project Name,” or “Operations.”
Click Save to confirm the change.
3. Update Authorization
Go to the Authorization section.
You can change:
Owner: The team member responsible for requesting payments from this Safe.
Authorized Checker: The team member who will review and approve payments before they are processed.
Select new members from your existing team and click Save.
4. Adjust Spending Limits and Maximum Balance
In the Limits section, you can:
Set or update the Maximum Balance — the total amount that can be held in this Safe.
Define Spending Limits — the maximum allowed per day or per month. (Optional but useful for tighter control.)
Confirm your updates by selecting Save Changes.
5. Freeze or Unfreeze a Safe
If needed, you can Freeze a Safe to temporarily restrict any transactions or transfers from it including scheduled payouts.
This is useful for audits, budget resets, or when a project is on hold.
When ready, simply Unfreeze to resume activity,