Internal Admins can control what Workflows their Team Members can and cannot see by editing their Workflow Visibility. Follow the steps below to manage Workflow Visibility.

Learn how to add Client Contacts (client staff) to your SwiftCase, so you can create tasks related to those Clients and keep them updated throughout the process with SwiftCase’s clear and automated communication channels! Adding Client Contacts Tips: You can add as many Client Staff to a Client as you want, by repeating the steps above