SQM - Settings Access for Users

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• This page is restricted for SQM users. Please contact the Caseware Cloud Administrator for access.

  Staff members may experience the following error when accessing SQM: This error occurs when staff members have not been assigned the appropriate advanced SQM role on a staff or group level. Staff members who need to work on SQM, view risks and raise ...

• Enabling SQM for Staff

  After SQM 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 instructions below.  NOTE: Both options below ...

• Xtend Firm Settings Guide

  This guide walks through how to customise Xtend to suit your firm using Firm Settings.

• Cloud Apps Firm Settings Guide

  Firm Settings is the function through which staff with Administrator rights can access CaseWare Cloud apps and customise them, to align with firm workflows and processes. The Firm Settings Guide attached to this FAQ explains what can be customised in ...

• SQM - How do I reset SQM back to factory settings

  If SQM was used for testing purposes, and you want to transition to full-scale usage, you will need to start off with a clean slate. The System Reset feature addresses this need, allowing you to wipe your SoQM instance clean. To perform a system ...