Administration

About business units

Navigate business units

Create business units (Firm Settings)

Migrate data to business units (Migration Manager)

Import staff to business units

Manage staff across business units

Manage groups across business units

Move entities between business units

Assign system-wide security roles

Built-in roles

Caseware Cloud security architecture

Controlling access to Caseware Working Papers files

Create a private entity

Create custom security roles

Deny users and groups access to an entity

Enable Caseware Cloud apps

Login settings

Sample Caseware Cloud security framework

Security considerations

Integrate single sign-on

Integrate single sign-on with ADFS

• • Create a new application group

• • Create a Web API application

• • Create an Issuance Transform rule

• • Generate the Reply URL

• • Test your single sign-on integration

Integrate single sign-on with Entra ID (formerly Azure AD)

• • Register a new app for single sign-on

• • Generate a client secret

• • Copy the metadata endpoint

• • Configure optional claims

• • Generate the Reply URL

• • Assign authorized staff to use single sign-on

• • Assign API permissions

• • Test your single sign-on integration

Integrate single sign-on with Okta

• • Create a new app integration

• • Generate client credentials

• • Copy the metadata URI

• • Manage authorization servers

• • Generate the Reply URL

• • Test your single sign-on integration

Bulk create user accounts

Change notification settings

Change personal preferences

Create an account for staff or contacts

Create staff or contact groups

Grant users access to items in an entity

Grant users and groups access to entities

Onboarding users

Review the security settings for the All Staff group