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In this article
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- Built-in roles
- Create custom security roles
- Controlling access to Caseware Working Papers files
- English (US)
- Import the client's data from a CSV or Excel file
- Add and manage users
- Add and manage users
- Test your single sign-on integration
- Generate the Reply URL
- (Optional) Manage authorization servers
- Copy the metadata URI
- Generate client credentials
- Create an account for staff or contacts
- Change personal preferences
- Access the product settings
- Policy responses
- Objectives
- Understanding
- Get started with Caseware SQM
- Caseware AiDA FAQ
- Integrate Working Papers with Caseware Cloud
- Get started - Firm Administrator
- English (US)
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