Permissions on Cloud
Protection must be activated in your Time file to integrate your environment with Cloud. In addition, your user account requires the equivalent Cloud permissions to perform certain operations from either Time or Cloud. CaseWare Cloud permissions are setup during the integration setup. Any new staff after the integration setup, need the Cloud roles set up manually. Use this chart when creating new staff.
| Area | Operation |
Time Rights (Category - Command) |
Cloud Role | Cloud Permissions | |
|---|---|---|---|---|---|
| Clients | Create | Setup: Clients - Clients: Create/Delete |
|
Entity Admin | Entity - Create |
| Edit | Setup: Clients - Clients: Edit All |
|
Editor - All clients | Entity Details - Edit | |
| Setup: Clients - Clients: View Own |
|
Editor - Own clients shared | |||
| Setup: Clients - Clients: Assigned |
|
Editor - Assigned clients shared | |||
| View | Setup: Clients - Clients: View All |
|
Viewer - All clients | Entity Details - Read | |
| Setup: Clients - Clients: Own |
|
Viewer - Own client shared | |||
| Setup: Clients - Clients: Assigned |
|
Viewer - Assigned clients shared | |||
| Delete | Setup: Clients - Clients: Create/Delete |
|
Entity Admin | Entity - Delete | |
| Staff | Create | Setup: Staff - Staff: Edit |
|
Staff Admin | Staff - Create |
| Edit | Setup: Staff - Staff: Edit |
|
Staff Admin | Staff Details - Edit | |
| View | Setup: Staff - Staff: View |
|
Staff Viewer | Staff Detail - Read | |
| Delete | Setup: Staff - Staff: Edit |
|
Staff Admin | Staff - Delete | |
| Staff Rates | Edit | Setup: Staff - Staff: Edit |
|
Staff Admin | Staff Details - Edit |
| Contacts | Create | Setup: Contacts - Contacts: Create/Delete |
|
Contact Admin | Contact - Create |
| Edit | Setup: Contacts - Contacts: Edit |
|
Contact Editor | Contact Details - Edit | |
| Delete | Setup: Contacts - Contacts: Create/Delete |
|
Contact Admin | Contact - Delete | |
| Contact Companies | Create | Setup: Contacts - Contacts: Create/Delete |
|
Entity Admin | Entity - Create |
| Edit | Setup: Contacts - Contacts: Edit |
|
Editor | Entity Details - Edit | |
| View | Setup: Contacts - View |
|
Viewer | Entity Details - Read | |
| Delete | Setup: Contacts - Contacts: Create/Delete |
|
Entity Admin | Entity - Delete | |
| Work Codes | Create | Setup: Codes - Work codes |
|
Firm Settings Admin | Firm - Edit |
| Edit | |||||
| Delete | |||||
| Company Profile | Edit | File - Company Profile |
|
Firm Settings Admin | Firm - Edit |
| Time / Expense | Edit | Process - Time: Own |
|
Time and Expense - Own | Time and Expense - Own |
| Process - Time: All |
|
No built-in role | Time and Expense - All Staff | ||
| Client Lists | View | View - Own, Assigned, All |
|
Viewer | Entity Read |
| Project Lists | View | View - Own, Assigned, All |
|
Viewer | Entity Read |
| Administration | All | Administrator |
|
Admin | All operations in the firm |
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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