Change a Users Permissions/Role
Table of Contents
User Permissions Overview
Go to a User Profile Page
Choose a Permission
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
If you have forgotten your password, or need to reset it, do not worry! Follow the steps below to find out how to change your password and get back into your SwiftCase quickly. Changing your Password
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
Adding a List Documents action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.
With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow. Adding a Form to a Status Note: To discover how to create your own custom questions, view our guide.
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.