SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Define custom labels, positions and links

Some aspects of the Cloud interface can be customized according to your organization's internal culture and requirements.

Customizing terminology

If you have Settings Admin privileges, you have the option to customize some of the terms and concepts that commonly appear in Cloud according to organizational preferences or regional conventions. For example, if you use the Internal Entity feature exclusively to identify internal departments, you may want to simply rename it to Department.

To customize Cloud terminology:

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

  2. From the Cloud menu, select Settings.

  3. Select Customization | Terminology.

  4. Enter the appropriate options and select Save.

The Cloud interface will update to reflect your changes.

Customizing positions

Cloud comes with a predefined set of staff positions that can be assigned to your staff members, but you may want to rename each position according to your organization’s structure using Custom Labels.

To customize staff positions:

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

  2. From the Cloud menu, select Settings.

  3. Select Customization | Positions.

    The Positions section of the Settings page.

  4. For any position your organization uses a different name for, enter the new name in the text field.

  5. Select Save to apply your changes.

You have updated the position names.

You have the option to add relevant external links to your organization’s Cloud menu using the Links Management feature. These links can be made available to staff, contacts, or both. For example, you may want to provide links to your organization’s public-facing websites.

To add external links to the Cloud menu:

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

  2. In the Cloud menu, select Settings.

  3. Go to Customization | Links Management.

  4. Select Add to open the Add Link dialog.

  5. Complete the fields as appropriate. Make sure you include the protocol (e.g. http://) in the URL field. You can only select a Position when you’ve already added at least one link. Select OK to add the link.

    The Add Link Dialog in Frim Settings | Links Management

After you have added links, the users you specified will be able to see the link by selecting Links from the Cloud menu.

The Links dialog seen when users select Links from the Cloud menu

 

Was this helpful?

Yes
No
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.