Change a Users Permissions/Role
Table of Contents
User Permissions Overview
Go to a User Profile Page
Choose a Permission
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks.
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
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…
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 JavaScript 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 is inputted.