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FAQ

CaseWare Africa Success Community | How do I manage permissions of my firm’s users on the community?

Published:  12/01/2018
How do I manage permissions of my firm’s users on the community?
  • Who is the Renewal Contact?
  • What is “full access”and what are the CaseWare Community Permissions?
  • How do I assign CaseWare Community Permissions?
  • Quick reference guide to users on the CaseWare Africa Success Community

  Answer:

Who is the Renewal Contact?


When an account is created for the firm a Renewal Contact is assigned to that account. he Renewal Contact is the person at the firm who is responsible for managing the firm’s account and product licenses.
A CaseWare Africa Success Community user account is created for the Renewal Contact when they are sent their new licenses.  They are sent an email with their login details and can access their new software from the community directly.   

A renewal contact is given full access to the CaseWare Community with access to all their firms, training, support cases, software, licenses and account details.  They are also given permission to manage the community access for any other users in their firm.

Click here for more information on how to manage CaseWare Community users at your firm.
 

What is “full access” and what are the CaseWare Community Permissions?


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Description of the permissions from the top to bottom:

PermissionPageDescription
Download Software My Software Access your firm's software via the download packager with information on how to install.
Manage TrainingMy Firm's Training Access all the training history for your firm to successfully manage who attends future training events.
View all casesMy Firm's cases Access all the case history for your firm to successfully manage who requires a training intervention.
Edit Company DetailsMy company profile and My team's information Edit the company details and contact details for your firm as well as manage community users and their access rights to the community.
View Financial InfoMy AccountAccess your firm's account statement and information you may need from CaseWare Africa such as the VAT and BBEEE certificate.
View License DetailsMy Licenses Access your license statement with the install codes for your software and your CaseWare user statement.
 

How do I assign CaseWare Community Permissions?

  1. Select My Teams Information
  2. On the Contact Management page navigate to the contact’s name
  3. Click on Manage
  4. Tick permissions you would like the contact to have
  5. Then click on Change

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Quick reference guide to users on the CaseWare Africa Success Community


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