Set up staff

This feature is only available with CaseWareCloud Time, part of the CaseWare Cloud suite.

Learn more about Time.

After integrating the Time application with CaseWare Cloud, you will want to set up your staff. Staff must be set up on CaseWare Cloud before they can begin entering their time and expenses.

To add a user (staff or contact):

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

  2. From the Cloud menu, select Staff or Contacts.

  3. Select New and, under Add, select Staff or Contacts.

    Add individual users from the staff or contacts page

  4. Enter the appropriate name and contact information.

    Note: If you are adding a contact and you do not want to create an account for them, leave the Email field blank.

  5. If you want to set the user's password, select the Password pane, select Set, and enter the new password. Otherwise, the user will set their password.

  6. Select Save.

The staff member is added to Cloud. They can now log in through this account.

Enable staff to submit time and expense entries via Cloud

To submit time and expense entries using Cloud, staff will require access to the Time app and one of the following permissions:

  • Process own entries will enable staff to submit their own entries
  • Process all staff entries will enable staff to submit entries for all members of the organization.

You can grant access to the Time app and assign these permissions at the same time, either by editing a staff account directly, or by assigning the app and any chosen permissions to a group. If the Time app and any permissions associated with it are assigned to a group, all members of that group will given access to Time and the assigned permissions.

To set app access for a user or group:

  1. To enable an app for a staff account or staff group, ensure you have the Staff Admin role. To enable an app for a contact or contact group, ensure you have the Entities Admin role.

  2. From the Cloud menu, select Groups, Staff, or Contacts.

  3. Select the user or group you want to enable the app for, then select Edit ().

    Select Edit on a user or group to access their settings

  4. Select Apps, then choose the appropriate permissions.

    Apps selected and the permissions listed.

  5. Select Save.

Your staff will now be able to submit time and expense entries.