Enabling Cloud Connector for Staff

Enabling Cloud Connector for Staff

Prerequisites:
  1. Have access to a cloud instance and logged in
  2. Purchased relevant number of Connector licenses - FAQ

For a large number of staff - Setting up a Cloud Connector Group

Click the Menu located in the top left corner of the cloud window.



Click Groups


Click New and select Staff Group


Enter the Name of the Group. Eg. Cloud Connector Users


To add members to the group:
  1. Select Members 

  2. Tick the box for the relevant staff to be assigned a license

  3. Select Save



To assign the Cloud Connector app to the group:

  1. Select Apps

  2. Tick Caseware Cloud Connector 

  3. Select Save