Setting Up a User

Contents

Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system.

Adding a Team Member in SwiftCase

1. Click on Users to navigate to the Users Page.
2. Click + Create and choose Team Member from the dropdown options.
3. Fill out the Create Team Member form that opens on the right and click Create Team Member.
4. The new Team Member appears in the list. Click their name to open their profile.

Connecting a User’s email to SwiftCase

In SwiftCase, you can directly send and receive emails. If you need to communicate with a Team Member or Client, you can do so easily in SwiftCase. Follow the steps below to find out how to connect an email to your Team Members’ accounts.

1. Click Users and then click My Team Members.
2. From the list of Team Members, click on the Team Member who you would like to add an email for. This will take you to their profile page.
3. Go to their Email Accounts page and click Add Email Address.
4. Fill out the Add Email Account form and click Verify & Save.

Note:

Please note that you will have to enable access to third party applications in your email account and disable two factor authentication, or create an app-specific password, to add the account to SwiftCase.

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