Table of Contents

Overview

Creating a user in SwiftCase can be performed in two main ways. Automatically via a Scheduled Event or manually on the User index page, or on the Task Creation page.

Manually Creating a User

There are a number of places in SwiftCase to manually create a user:

User Index page

The User Index page can be found by clicking the Users link on the sidebar.

Users

The User Index will default to the Client view, but Internal Staff/Team Members, Client Staff and Experts can be toggled underneath. The Create User button can be seen in the top right corner of the User Index page.

Why can’t I create a Client Contact?

You can only select Client, Internal Staff or Expert (if available) in the Create dropdown. As a Client Staff user is always associated with a Client to add a Client Contact/Client Staff you need to hover the cursor over an Existing Client to add see the options below:

Task Creation page

One of the most straightforward ways is to create a task (see here for full instructions).

When you create a task you are presented with the New Task page:

Creating a Client

Click Create New Client to add a new Client, or choose an existing one. A Client in this instance would be the Client Organisation rather than the individual ‘client’ who you may be dealing with. If you are dealing with a sole trader, or an individual,  you can create a Sole Trader/Independent client and any other sole traders/independent clients can be added under this category as Client Staff.

Creating a Client Staff/Contact

Once you have selected your existing client or created a new one, you will be presented with the Create Client Staff button. This is where you will create a profile for the individual who will be representing the Client. Fields for email, phone etc are here so that any contact automations can find their target.

Usernames for Client Staff/Contact

The username/password fields are only available if you have your SwiftCase configured to allow Client Staff/Contact logins.

Creating Internal Staff/Team Member

Creating an Internal User is similar to Client Staff/Contact. You must choose the username (one is auto-generated based on the name of the user) but this cannot be edited later. A password can be auto-generated but there is an option to send a new user an email to select their own password.

An Expert is a user type that is used for either internal or external users who need limited access to the system to perform some actions in a Task. They would often be assigned to a specific status to perform an action/fill out a form but would not be given the same access to Tasks that Internal users have.

For more about User Types please visit here.

Creating a User Automatically via Scheduled Events

Coming Soon…