How do I assign myself as the case owner of a client?

Assign your client to yourself so that you can easily filter and find their shifts in the Schedule tab.


1. Go to the "Clients" tab and select the specific client



2. Go to the "Details" section and select the edit (pen icon) button to edit details



3.  Go to the "Case Owner" field at the bottom of the "Details" tab and assign yourself as the case owner. Select "Update to save your changes




We hope you find this article helpful. If you still have additional questions, reach out to us anytime at


Your comments help us improve. We’d love for you to be an active part of the Swift Shift Support Community and let us know if you found this article helpful or not by liking, disliking and/or leaving your comments below.

Have more questions? Submit a request


Powered by Zendesk