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- Create custom security roles
- Permissions
- Manage the firm template
- Built-in roles
- https://admin.microsoft.com/
- Get started with Caseware AiDA (Working Papers)
- Customize the number settings
- Create an engagement file for the next period (roll forward)
- User Settings
- Settings
- Files
- Assign accounts to groups
- English (US)
- English (International)
- Workflow examples
- Create views for all users
- Create client entities
- Create custom entity types
- Set up default document management settings and other firm-wide options
- Deploy an Office Add-in using the admin center
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