Enable Caseware Cloud apps

You can enable apps for groups or individual users. In most cases, enabling apps for groups is the most efficient way to manage access. When you enable an app for a group, each member of that group inherits a license for that app. For example, you could enable an app for the All Staff group, immediately giving every member access to that app. You still need a license for each group member.

You can also manage app access and permissions on an individual basis. You might do this if you want to enable certain apps for a single user. For example, if your organization hires consultants, you might want to grant them access to some apps, while restricting their access to others.

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.

After the app is enabled, users must refresh Cloud in their browser to make the new app visible in the Cloud menu.