Firm Administrator
Firm administrators are staff members with an IT background that have the Admin security role. To learn more about security roles, see Built-in roles and Assign system-wide security roles.
Firm administrators define, plan and implement technology needs for the accounting firm. In Caseware Cloud, firm administrators are responsible for:
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Onboarding users
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Creating client entities
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Assigning security roles to users
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Adding custom branding to the firm Cloud site