Setup

Follow the guidance below to ensure that your Cloud products are correctly assigned to your user groups. Product Licenses Check that your products are not assigned to the All Staff group. Assigning to all staff may result in there being more users... Read More

Click here for guidance on Firm Role and Security settings within Caseware cloud. Read More

After updating to Working Papers 2022 Update 1, some users might find the open file page appears blank.     1. After launching Working Papers, wait for a short period of time before clicking File, Open and Caseware Cloud. If the Caseware Cloud... Read More

The cloud admin will be able to check what emails have been sent through the cloud by following the steps below. 1. Navigate to the burger menu.  2. Scroll to the bottom of the burger menu and click on settings.    3. Once the setting screen is... Read More

To change the password of a user an admin will need to follow the steps below.  1. Use the panel menu to navigate to staff.    2. Locate the staff member and click on the edit pencil.    3. Navigate to password.    4. Tick the box to change... Read More

You may experience a situation in which the verification code does not come through to your phone. Within your account settings on Caseware Cloud, you have the option for backup codes:   When this is clicked, this will give you a list of codes that... Read More

Cloud admins can check how many cloud licences and product licences are remaining by following the steps below.  1. Navigate to Settings from the side menu.    2. Then within the settings open the System section and click on Cloud billing.   ... Read More

You could possibly be in a situation where you are required to sign in with two-factor authentication but do not have your phone on you. If you are experiencing this, you will need to speak to your Cloud admin as the following process can only be... Read More

We advise that there be two cloud admins active at any time to ensure that if one is unavailable it will not stop changes being made to your cloud account.  If you are unable to access the cloud and there are no active admins then contact support.Â... Read More

After purchasing a Cloud product license, your firm's Cloud Administrator(s) will be able to assign it to the relevant users. If you have Cloud Administrator permissions, follow these steps to assign a product license to a user: 1. Log in to... Read More