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Setting up Time in Cloud

This feature is only available with CaseWareCloud Time, part of the CaseWare Cloud suite.

Learn more about Time.

After integrating the Time application with CaseWare Cloud, you will want to set up your environment so staff can begin entering their time and expenses. To do this, you need to add staff, default rates, work codes, and entities.

Adding staff

Staff must be set up on CaseWare Cloud before they can begin entering their time and expenses.

To add an individual user:

  1. Ensure that you have the Staff Admin role or equivalent rights.

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

  3. Select New and, under Add, select Staff or Contacts.

    Add individual users from the staff or contacts page

  4. Enter the appropriate name and contact information.

    Note: If you are adding a contact and you do not want to create an account for them, leave the Email field blank.

  5. If you want to set the user’s password, select the Password pane, select Set, and enter the new password. Otherwise, the user will set their password.

  6. Select Save.

The staff member is added to Cloud. They can now log in through this account.

Enabling staff to submit time and expense entries via Cloud

To submit time and expense entries using Cloud, staff will require access to the Time app and one of the following permissions:

  • Process own entries will enable staff to submit their own entries
  • Process all staff entries will enable staff to submit entries for all members of the organization.

You can grant access to the Time app and assign these permissions at the same time, either by editing a staff account directly, or by assigning the app and any chosen permissions to a group. If the Time app and any permissions associated with it are assigned to a group, all members of that group will given access to Time and the assigned permissions.

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.

Your staff will now be able to submit time and expense entries.

Setting staff rates

Staff must be set with the appropriate rates before they can submit their time entries. You can set a standard rate for your entire organization, or a specific rate for certain staff members.

To set staff rates:

  1. Ensure that you have the Staff Admin role or equivalent rights.

  2. From the Cloud menu, select Staff.

  3. Select the user whose rate you want to edit. In the user’s menu, select More Actions () | Rates.

  4. To add a standard rate, select Standard Rates | New, complete the fields, and select Save.

    The New Standard Rate dialog

  5. To add a work code-specific rate, select Work Code Rates | New, complete the fields, and select Save. You will need to search or select from your organization’s existing work codes in the Work Code field.

    The New Work Code rate dialog

You have set staff rates for the organization.

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