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In this article
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- Built-in roles
- Assign system-wide security roles
- Roles and Permissions
- Import and manage data
- Learn how to get started with Sherlock Builder
- What is Caseware Sherlock?
- Get started with Cloud Connector
- Troubleshooting
- Get started - Firm Administrator
- Insert data using MS Excel formula bar with Cloud Connector
- List of Cloud Connector functions
- https://portal.cpa.com/aa/das
- What is OnPoint DAS?
- Get started with Cloud Connector
- What is Caseware Cloud Connector?
- Troubleshooting
- Test your single sign-on integration (ADFS, Entra ID)
- Register a new app for single sign-on (Entra ID)
- Assign API permissions (Entra ID)
- Assign authorized staff to use single sign-on (Entra ID)
- Generate a client secret
- What happens after you import the list.
- Add or edit a calculation in table cells in the financial statements
- Add a financial statement area
- Add a header or footer in the financial statements
- Set staff access levels.
- my.caseware.com
- Dashboards and Tracking
- Activities
- Files
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