Case Relationships
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.
User Types
Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers
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.
View the User Log
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.
Change a Users Permissions/Role
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
Add a Skill to a User
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks.
Create a Skill
Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.
Add 2 Factor Authentication to a User account
Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.
Add a User Email Account
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.
Task Notes
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.
Quick Actions
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
Task Widgets
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
