Administration

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

Enable single sign-on for your firm

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 (ADFS)

Integrate single sign-on with Azure AD

• • Register a new app for single sign-on in Azure AD

• • Generate a client secret

• • Copy the metadata endpoint

• • Configure optional claims

• • Generate the Reply URL (Azure AD)

• • Assign authorized staff to use single sign-on

• • Assign API permissions

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 default groups