Caseware Cloud | Assigning Staff to Entities

How do I assign Staff to Entities in Caseware Cloud? 

  Answer:

Entities

Step 3: “Entities” screen 

• You can Select the Entity that you would like to assign a Staff 

• You can Search the Entity that you would like to assign Staff 

  
  
   

Step 4: Click on the “Share” icon  



Step 5: Select the Staff member that you would like to assign  




 

Step 6: “Sharing” screen 

1. Click on “Assign roles to 1” 

2. Click on the "roles" checkbox that you want to assign 

Owner:  May view, edit, delete and grant others roles on content where they have this role. 

Editor:  May view and edit content where they have this role. 

Entity Access:  Enables the assignment of a security role on content and grants access to the entity summary and details  

Viewer: May view content where they have this role. 
 


Step 7: Click on “Share” to ensure that the Staff member is assigned to the selected Entity 




 

   Related Articles