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Setting Up a User

Last Updated: 2022/05/04

You may find yourself with the need to add different types of users to your SwiftCase system.

The purpose of this guide is to give guidance on adding an Internal User ( Equivalent of adding a new staff member who has just joined your team!) to your new SwiftCase system.

Once the user has been set up, they will be able to log in and perform actions such as:

  • Create a new Task
  • Send out/receive Emails
  • Create Email/Document Templates

The list goes on but above are a few examples of what your new internal staff members can do on SwiftCase.

Adding a new User in SwiftCase

Create a User Form
  • The quickest way to add your Users to SwiftCase is to head on over to Sidebar->Users->My Internal Users
  • Then Click the '+Create' button on the top right of the page. This will open up a pop-up modal window for you to fill out the User's details.
  • Once the form has been submitted, The new User should expect an email to be sent to them, containing a link for them to set up their password.

Connecting your new Users' Emails to SwiftCase

Adding an Email Account to the Users profile
  • This step is for setting up Users' email accounts on SwiftCase, this intern will allow them to send and receive emails from within the system. Such as sending an email from within a task which can be found here
  • To do this, locate the sidebar from any page and you will find Sidebar->Users->My Internal Users.
  • Then from the list of Users, click on the one you want to add an email account for, this will take you to their User Profile Page.
  • On the left-hand side, there will be a panel titled ‘Email Accounts’. Please click on this to open the panel and then click on the ‘Create’ button. A pop-up window should now appear, proceed to fill in the required fields as shown in the image above.
  • Note: Please remember to enter the email address you wish to add to SwiftCase as well as the password linked with that email account.