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SE
SmartEngagement
Working Papers
CaseWare Working Papers
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CaseWare Cloud Analytics
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CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

Organization (Settings)

Profile

The Profile is a set of information that identifies the organization operating CaseWare Cloud.

Profile details on the Settings page.

Field Description
Organization Name The name of your organization as it is used publicly and in communications.
Address The address of your organization as it is used publicly and in communications.
Phone Numbers The phone and fax numbers your organization uses for communications.
Website Your organization's website address can be listed in this field.
Language When new users navigate to the Cloud login page, the system first detects the language setting on the browser. If this is a supported language, then this is the default language for the user. Otherwise, the organization setting option is used. For example, if the user's browser is set to French, then the login page appears in the French language. If the user's browser is set to German, then the login page appears in the default language set in Settings | Profile. Users can change their default language at any time by selecting a supported language on the login page.

Sign-in Page Customization

You can use these options to customize the appearance of your organization's login page. To reach this page, go to Settings | Organization | Sign-in Page Customization.

Sign-in page customization.

Option Description
Welcome Text The text that appears at the top of the login box. Type in a message and select Save.
Organization Logo The image that appears at the top of the login box. Select Choose File to navigate for a logo image on your computer, then select Save.

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