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CaseWare  PBC
SE
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Analytics.AI
CaseWare Analytics.AI
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CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
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CaseWare  PBC

Manage your CaseWare Cloud licenses

Licenses for Cloud and any associated apps can be purchased directly using a self-checkout system. For every Cloud license you purchase, you will be able to create an additional staff account. For each app license you purchase, an additional user will be able to access that app. For more information on pricing, see MyCaseWare.

Purchase a Cloud license or an app license

Purchases related to Cloud are made using MyCaseWare. This includes both Cloud licenses and app licenses.

To make a purchase on MyCaseWare:

  1. Ensure you have the Admin role or equivalent privileges.

  2. From the Cloud menu, select Settings.

  3. From the menu, select System | Cloud Billing. Select the link to Go to MyCaseWare.

    Cloud Billing

  4. Display the purchases available to you by selecting Catalog.

  5. Add purchases to your cart by selecting Purchase This Item, choosing a Cloud Site and Quantity, then selecting Add To Cart.

  6. To add more purchases to your cart, select Continue Shopping, or select Checkout to complete the payment process.

Your purchase is complete. The updated amount of available licenses is displayed in Settings | System | Cloud Billing.

Enable an app you purchased

You can enable an app for staff members and contacts individually or for a group.

To set app access for a user or group:

  1. To enable an app for a staff account, ensure you have the Staff Admin role. To enable an app for a contact, ensure you have the Entities Admin role. Users with either the Staff Admin role or the Entities Admin role can enable apps for groups.

  2. From the Cloud menu, select Groups, Staff, or Contacts.

  3. Select the user or group you want to enable the app for, then select Edit ().

    Select Edit on a user or group to access their settings

  4. Select Apps, then choose the appropriate permissions.

  5. Select Save.

You have assigned app access to a user or a group. For more information, see Enable Cloud apps.

View billing information and purchased applications

You can manage billing through MyCaseWare. Details including your current invoices, licenses, and apps are displayed here.

To view billing information:

  1. Ensure you have the Admin role or equivalent privileges.

  2. From the Cloud menu, select Settings.

  3. From the menu, select System | Cloud Billing. Select the link to Go to MyCaseWare.

    Cloud Billing

  4. On the Home page, select Invoices.

Any current and pending invoices are displayed.

To view purchased applications:

  1. Ensure you have the Admin role or equivalent privileges.

  2. From the Cloud menu, select Settings.

  3. From the menu, select System | Cloud Billing. Select the link to Go to MyCaseWare.

    Cloud Billing

  4. On the Home page, select Licenses.

Your purchased applications and licenses will be displayed.

Export a list of current staff

If you need to review the current staff in your Cloud account, you can export a staff list to a spreadsheet.

To export your current view:

  1. Ensure you have the Staff Admin role or equivalent privileges.

  2. From the Cloud menu, select the app for the view you want to export: Staff (Staff), Files (Files), or Entities (Entities).
  3. Select the app header to view the drop-down menu. Under Manage, choose Export Current View.

    Export the current view

  4. The Export window will display. To begin the export, select Start.

    Start the export process

  5. When the export has completed, select Download to save the file.

    Download the exported file

  6. Select Close.

You can now view the exported staff list.

Check system activities for active and inactive staff

If you are unsure whether a staff is active or inactive, you can check the history of their work using the system activities tool.

To check system activities for active and inactive staff:

  1. Ensure you have the Viewer role or equivalent privileges.

  2. From the Cloud menu, select Activities (Activities).

  3. Select the app header to view the drop-down menu. Choose System Activities.

    System Activities

  4. A list of activities is displayed ordered by the most recent. If you are searching for a specific staff member’s activities, you can search for them using the Filter (Filter).

If the staff member has no recent activities, you can change their status to inactive.

You can also check the activity of a staff member based on a specific file.

To check the activity of a staff in a file:

  1. Ensure you have the Viewer role or equivalent privileges.

  2. Select the file you wish to view the activity history for.

  3. Select History to display the activities for the file.

    The history of a file by staff member

The staff member is displayed with the time and date of their activity.

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