Setting Up a User

Contents

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

Adding a Team Member in SwiftCase

1. Click onUsersto navigate to the Users Page.
2. Click+Createand chooseTeam Memberfrom the dropdown options.
3. Fill out the Create Team Member pop up modal and click Save.

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. ClickUsersand then clickMy 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. SelectCreatefrom the Email Accounts panel.
4. Fill out the Create New Email Account form and click Verify.

Note:

Please note that you will have to enable access to third party applications in your email account and disable two factor authentication to add the account to SwiftCase.

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