How to create a new user on Caseware Cloud - with QuickVid

To add new users or staff to your Caseware cloud set-up, see the following steps:

Note: To setup new users you must have an administrator or staff admin login.

1. Login to the Caseware Cloud website, this will be: uk.casewarecloud.com/YourFirmURL

 2. Click on the menu dropdown and select Staff or Contacts.

 3. In the Summary View choose New and then Staff in this example.

 4. Fill in the details of the new user in the General tab.

 5. Specify how the initial password should be setup.

 6. If you have a pre-existing group you can assign the new member to one so they pick up the relevant permissions.

7. Use the Firm-Wide Roles to set the specific permissions for the user.

8. Tick the boxes of the apps the user should have access too under the Apps tab.

9. You can also set the users standard hours from beneath the Standard Hours tab. Click Save to create the user.

10. The new user will then display in the list on the People – Summary View page.

Please see guidance below on how to create a new user on the cloud:

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