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

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

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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

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

 

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