Get started with Caseware PBC Requests - Firm Author

Content in this topic requires Caseware PBC Requests.

Before you get started with Caseware PBC Requests, ensure that your firm administrator completes the following tasks:

Grants you the Settings Admin security role (or similar)
Grants you access to Caseware PBC Requests. To learn more, see Create staff and Built in roles.

To start, sign in to your firm's Cloud site. As a firm author, the actions you can perform include:

Manage the firm template

Want to watch the Get Started with PBC Requests for Firm Authors series? Click here.

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