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

Create a private file or activity

When you add content to Cloud, you associate an entity with that content. By default, any users who have a security role assigned on your chosen entity will be able to see your content.

You can set files or activities in Cloud to override this general access rule by using the Limited sharing setting. When you limit a file or activity it is only visible to Cloud administrators, to the owner of the file, and to specific users granted access by the file owner. When you use the Limited sharing setting to create private files and activities, you can directly control access to them.

Creating a private file

You might want to create a document under a client entity that is only visible to specific members of the current engagement team. For example, as a manager, you might create a document to record your feedback about the other staff members on your engagement team. This document would be invisible to your engagement team, but you could share it with a partner or with other managers.

To create a private file:

  1. Ensure that you have the Owner role or equivalent privileges for the client entity that the file will be added under.

  2. To create a private file, select Filesfrom the Cloud menu. To create a private engagement file, select the appropriate page (such as Working Papers or Other Engagements).

  3. Select New, and then select a file type.

    Select one of the file types from the menu to create a file of that type.

  4. Complete the Entity field. Enter a name, a description, and any other information required for your file type.

    Enter all of the information about the new file in this dialog.

  5. Select the Limited toggle.

    Select the Limited toggle to make the file private. The toggle turns green to indicate that access to this file will be limited.

  6. Select Save and Share.

  7. In the Share dialog, select a user, then select the roles arrow on the right side of the row. Choose one or more roles to grant to the user. You can grant roles to multiple users.

    You can grant access to this private file to multiple users, and you can grant different roles to each user.

  8. Select Share.

Your private file is created and displayed on the Files page. You have also granted security access to the private file to your chosen staff and contacts. They will be able to view or edit the file based on the level of permission you granted to them.

Your new file is created, and access to this file is limited. This is indicated by the gray lock icon next to the file name.

Creating a private activity

You might want to create an activity that it only visible to specified users. For example, as a partner, you might create a private discussion that is only visible to managers in your organization, in order to ask for feedback about their team members.

To create a private activity:

  1. Ensure that you have the Owner role or equivalent privileges for the client entity that the activity will be created under.

  2. From the Cloud menu, select Activities.

  3. Select New, and then select Discussion or Task.

    Select one of the activity types from the menu to create an activity of that type.

  4. Select the entity that this activity will be created under. Enter a subject, a description, and any other information required for your activity.

    Enter all of the information about the new activity in this dialog.

  5. Select the Limited toggle.

    Select the Limited toggle to make the activity private. The toggle turns green to indicate that access to this activity will be limited.

  6. Select Post and Share.

  7. In the Share dialog, select a user, then select the roles arrow on the right side of the row. Choose one or more roles to grant to the user. You can grant roles to multiple users.

    You can grant access to this private activity to multiple users, and you can grant different roles to each user.

  8. Select Share.

Your private activity is created and displayed on the Activities page. You have also granted security access to the private activity to your chosen staff and contacts. They will be able to view or edit the activity based on the level of permission you granted them.

Your new activity is created, and access to this activity is limited. This is indicated by the gray lock icon next to the activity name.

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