Get started with OnPoint PCR - Firm Administrator

This topic applies to OnPoint PCR.

What is OnPoint PCR?

To start, sign in to your firm's Cloud site. As a firm administrator, you'll need to complete the following tasks before your staff can get started:

  1. Grant staff access to CaseWare Cloud. To learn more, see Create staff and Built in roles.

  2. Create an entity. An entity represents your client's organization.

  3. Create accounts for client contacts and assign them the necessary access rights.

  4. Enable and set up additional OnPoint Suite apps.

  5. Integrate Working Papers with CaseWare Cloud (optional).