Guides Archives - Page 7 of 8

Create a New User

Learn how to create new users on your SwiftCase app, to enable your team, clients, or suppliers to access their tasks.

Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.

Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.

Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.

Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks.

Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.

Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.

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.

Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.

Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.