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- Troubleshooting
- New in OnPoint Audit
- Get started - Firm Administrator
- Known issues
- Activate your Firm Admin account
- Get started – Firm Administrators
- What is Caseware Cloud Connector?
- Get started with PBC Requests
- Get started with Cloud API
- Integrate single sign-on
- Test your single sign-on integration (ADFS, Entra ID)
- Assign API permissions
- https://admin.microsoft.com/
- Install Extractly for your firm
- System Requirements
- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Create custom security roles
- Configure optional claims
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