Manage access for Caseware Cloud apps
During initial setup, if your firm has purchased licenses on a per user basis, staff members will be automatically assigned to available apps in Cloud. If necessary, firm administrators can manually reassign app access 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 uses a license for that app. For example, you can 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 full access to some apps, read-only access to others, and restrict their access to some apps entirely.
Note: You can only reassign staff once. If you assign staff incorrectly and require assistance with reassignment, contact our Support team.
Before you get started, ensure you have the Staff Admin role to enable access for staff members or staff groups. To enable an app for a contact or contact group, ensure you have the Entities Admin role.
Enable access to a Caseware Cloud app
You can enable access to a Caseware Cloud app for an individual user or group.
To enable app access for a user or group:
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From the Cloud menu (
), select Groups, Staff, or Contacts. -
Select the user or group where you want to enable the app, then select Edit (
). -
Select Apps, then choose the appropriate access type.
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No access: Do not enable access to the app for the user or group. This is the default option and does not use any licenses.
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Read-only: Enable the user or group to view (but not modify) engagements and files in the app without using any licenses. Only available for Cloud Engagement apps.
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Full access: Enable the app for the user or group. This option uses a license for each user that receives app access.
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If the user or group receives Full access to an app, assign the applicable app permissions.
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Select Save.
After enabling or disabling access to an app, affected users or group members must refresh Cloud in their browser to make the changes visible in the Cloud menu.
Remove access to a Caseware Cloud app
If staff members were automatically assigned to a Caseware Cloud app, you’ll have to manually remove their access before enabling access to the correct users.
To remove app access for automatically assigned staff:
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From the Cloud menu (
), select Groups. -
Select the group where you want to remove app access, then select Edit (
). -
Select Apps, then select No access for the applicable app.
-
Select Save.
