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How to Add Cases in SAFE
This article will walk you through how to create a new Case from start to finish. In SAFE, you’ll create a Case first. Then you can add Items and Persons to that Case. A Case is the record that keeps everything for one incident, investigation, or ...
Settings User Admin
Settings \ User Admin Nav Menu » Settings \ User Admin 1. From the Nav Menu on the left-hand side of the screen, select Settings then User Admin. You are now on the User Admin screen. From here, you can Add and Edit Users, or even check User Logs. 2. ...
Settings User Groups
Settings \ User Groups Nav Menu » Settings \ User Groups User Groups are for assigning Tasks to Groups of Users. When a Task is assigned to a group, all Users in the group will get the Task along with a notification email (if set in Settings > ...
Settings Permission Groups
Settings \ Permission Groups Nav Menu » Settings \ Permission Groups 1. From the Nav Menu on the left-hand side of the screen, select the Settings icon (it looks like 3 gears), then from the menu select Permission Groups. You are now on the ...
Settings Workflows
Settings \ Workflows Navigation Menu » Settings \ Workflows Would you like to be alerted when an Item from a certain Item Category or a particular type of Case is added to SAFE? If yes, then Workflows are for you! From the Settings menu on the ...