Change a Users Permissions/Role
Table of Contents
User Permissions Overview
Go to a User Profile Page
Choose a Permission
Discover how the workflow builder can help you customise your workflows instantly.
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task.
Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system. Adding a Team Member in SwiftCase Connecting a User’s email to SwiftCase In SwiftCase, you can directly send and receive emails. If you need to communicate with a Team Member or Client, you can do so…
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.