Internal Admins can control what Workflows their Team Members can and cannot see by editing their Workflow Visibility. Follow the steps below to manage Workflow Visibility.

Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin. Click on groups Users and then My Team Members. Click on the Team Member who you would like to update an email for. This will take you to their profile page. Hover over the current email in…

Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

You can send and receive emails in SwiftCase. Follow the steps below to learn how. Note: Please bear in mind that you have to have configured an Email Address before being able to send and receive emails. To find out how to add an email to SwiftCase, view our guide . How to send an email to a User When clicking the Email User button…