When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…

Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.

Add a User’s email to their account so they can send and receive emails through SwiftCase! Adding an Email Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin . Note: Please note that you will have to enable access to third party applications…

The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create User Automated Event Click the Automated Events tab on the Status to which you want to create the user in. Drag and drop the Create User automated event into the blank space on the right. Select…