Reorganize staff and groups

CaseWare Cloud contains its own user management system to help maintain your staff such as dealing with forgotten passwords to ensuring your staff are assigned to the correct groups and has access to the right entities and resources.

As an administrator, you can manage your staff to take into account any staff changes in roles and deactivating or deleting staff who no longer need access to Cloud. With Cloud, you can also keep an eye on your staff activity to ensure that everything is working properly.

Before you begin, ensure that you have the Staff Admin role or equivalent rights. For more information, see Assign system-wide security roles.

Modify a staff account

As part of your regular business, there may be some situations where staff roles, groups and hours may change as they move to different engagements or change positions. You can edit these settings seamlessly in Cloud.

To edit an account:

  1. From the Cloud menu, select Staff.

  2. Select a staff member, then select Edit () from the detail pane.

    The Edit button.

  3. Select from the following options:

    • General to edit general information such as Job Title or Email

    • Password to reset the password used to log in

    • Groups to modify group memberships

    • System-Wide Roles to add or remove system-wide roles such as Admin or Editor

    • Apps to modify permissions for Cloud apps

    • Standard hours to customize working hours

    Edit staff account - General tab

  4. Select Save.

Monitor staff activity

With CaseWare Cloud, you can view email logs, login activity and number of active users.

To view email logs:

  1. Ensure that you have the Admin role or equivalent privileges.

  2. Go to the Settings page and select Email | Email Log.

  3. Depending on your settings, you can view up to the specified date range.

  4. The Email Log provides the recipient's information, the contents of the email and when it was sent. Emails that are not sent are marked as undelivered ( ).

    Email log

Check the number of active users

To view number of active users:

  1. Ensure that you have the Admin role.

  2. Go to the Settings page and select System | Site Statistics.

  3. Scroll down to the People section. CaseWare Cloud breaks down how many staff are active and how many staff have admin access.

    viewing active staff

Modify a group

You can modify a group setting to take into consideration situations such as adding a new member or removing members in an existing group or modifying the permission settings.

To modify a group:

  1. From the Cloud menu, select Groups.
  2. Select the group you want to edit, then select Edit ( ).

    The Edit icon next to the Juniors group

  3. The Edit group dialog appears. Permissions that are inherited from the All Staff or All Contacts groups appear grayed ( ) and cannot be modified. Depending on what needs to be modified, select from the following options:

    1. Members tab to remove or add users to the group

      The Edit Group dialog.

    2. System-Wide Roles tab to add or remove role permission

    3. Apps tab to edit view or create permissions to different Cloud Apps.

  4. Select Save.

Modify custom role permissions

You can modify any existing custom role permissions. Roles that are built-in contain a lock symbol () and cannot be modified.

To modify custom role permissions:

  1. Ensure that you have the Admin role.

  2. Go to the Settings page and select Security | Role Permissions.

  3. Select a custom role to modify.

  4. Select Manage. The Role Permissions dialog is displayed.

    Selecting Manage in the Role Permissions dialog

  5. In the Role Permissions dialog, select one or more permissions to add or remove to the role.

    Selecting permissions in the Role Permissions dialog

  6. When you are finished, select OK.