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 tasks (but are not implementing and designing the overall SQM for their firm) are assigned the Operate role.
To assign the Operate role, please follow the instructions in this FAQ
. Allow for 15 minutes delay before the permission becomes live.
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 ...
Onboarding of staff into CaseWare Cloud
When you're ready to provide staff with accounts in Cloud, you can begin onboarding procedures. Generally, the procedures are the same for all organization sizes: 1. Create groups based on functional roles and access rights. 2. Create accounts for ...
Setting up Time (the app) in CaseWare Cloud
After integrating the Time application with CaseWare Cloud, you will want to set up your environment so staff can begin entering their time and expenses. To do this, you need to add staff, default rates, work codes, and entities. Adding staff Staff ...
Setting staff access levels
If staff has been added using an imported list, you will need to configure their role settings and app access at either the individual or group level to ensure that they can perform their tasks and view the appropriate organization content. Assigning ...
Setting up a client portal in CaseWare Cloud
A client portal enables your staff to interact with clients from a central location; you can share files, updates, and make requests. All these activities will then be stored in your workspace for future reference. Set up a client account You'll have ...