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- Assign system-wide security roles
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- Add an account or a group in the Data page
- Staff
- Customize the lockdown settings
- Create entity associations
- Manage the firm template
- Get started - Firm Author
- Export adjustments and trial balance data
- Dataset types described
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- English (US)
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- account
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- account assignment
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- Get started - Firm Administrator
- Integrating Working Papers with Cloud
- Settings
- Assign accounts to groups
- Firm settings - Organization
- Define a consolidation hierarchy
- Access the product settings
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- Add a page break in a letter or memo
- Add a letter or memo
- Controlling access to Caseware Working Papers files
- Firm settings - Caseware Working Papers
- Cloud 37.0
- Cloud 37.1
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