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FAQ

CaseWare Cloud | Who is the Cloud Administrator at my firm?

Published:  17/07/2017
Who is the Cloud Administrator at my firm?

  Answer:

A CaseWare Cloud Administrator can also known as the Firm Champion or Super User. It is essentially the contact person to whom CaseWare Africa will issue a username and password with the top-level permission.

Everything starts with your CaseWare Cloud Administrator as this is the person that will create/import all your Entities/Staff/Contacts. Your Administrator will also determine your permission levels.

As an Administrator, it is essential to understand your firm’s CaseWare requirements and the way your firm or organisation uses it. 
 

The Administrator will be tasked to perform functions like:

  • Going into the Firm Setting area where you will configure your Firm’s or Organisation’s preferences for permissions, custom messages sent from CaseWare Cloud, and general security or system modifications. 
  • Creating and or importing Entities, Staff, and Contacts. We provide you with online tutorials further down
  • Generally, users will also come to you for assistance with general system queries like resetting passwords and or general navigation. 

Click here for the CaseWare Cloud Getting started guide for Administrators
 
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