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How to set permissions to view/amend sign off roles

The permissions to view/amend sign off roles are located in Protection Setup.

1. To access Protection Setup, close all CaseWare files and click the Protection Setup tab (outside of a file) in Caseware Working Papers.




2. Right-click on the group that the user is assigned to and select Properties:


 

3. Select the Rights tab, Tools: Options and tick Roles. Click OK to complete:


4. All users assigned to the group will then be able to access and amend sign-off roles in the Options dialog.

5. Open Options via the Tools tab:




6. You can view the sign-off roles and amend them, as required.

  • Related template: None
  • Software platform: Working Papers 2021, Working Papers 2022