After your Cloud App has been enabled on your firm’s CaseWare Cloud site, a Cloud administrator will need to assign the app to the relevant staff to access and use. This is done one of two ways, as set out in the below example. In this example, we will show you how to enable Xtend ANZ, however, the same steps can be followed to enable any Cloud App.
NOTE: Both options below can only be performed by a Cloud administrator.
OPTION 1 - Set up a staff group (Recommended for firms with a large number of staff)
Pro: Assign the app to all in the group in one go. In future, it is easy to determine who has access.
Con: Extra step and layer of accessibility, the group will need to be managed ongoing.
From the Cloud menu, select Groups.
Click New > Staff Group.
Enter an appropriate name for the group (this is a required field), and consider adding a description if appropriate.
In the menu pane on the left of the dialog, select Members.
Select the staff that require access to the cloud app.
In the menu pane on the left of the dialog, select Apps.
Select the relevant app, along with any other apps that are not already selected but are relevant to the group.
NOTE: If the number of staff in the group exceeds the licenses remaining, the administrator will not be able to enable it.
OPTION 2 - Assign the app to staff individually (Recommended for firms with a small number of staff)
Pro: Less complexity (i.e. no staff groups to manage, each staff member is an individual).
Con: App will need to be assigned to each staff member individually.
From the Cloud menu, select Staff.
From the list of Staff, select the first staff member that requires access to the app, then click
the Edit button (i.e. Pencil) in the top right hand corner of the screen.
In the menu pane on the left of the dialog, select Apps
Select the app
NOTE: there must be enough licenses remaining, otherwise the administrator will not be able to enable it.
Repeat steps 2 - 5 above for each staff member requiring access to the app.