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Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.

How to Contact SwiftCase Support
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…

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

Expense Claim Workflow
The Expense Claim Workflow allows your Clients and you and your Team Members to quickly and easily claim back any company expenses. Using the Expense Claim Workflow Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, who need to claim expenses back, and click Create Task. Choose the Expense Claim Workflow and click Add Task. Fill out the…
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly.
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.