Documents: By Client

Sets access rights for items on the Document menu. Select those options you want users to be able to access ( $images\checkmar_shg.gif$ ).

Commands

View own clients only

When the box is checked, the staff member of that group will see the client information only for those clients to whom she or he is assigned as a partner or manager. If the staff is assigned under another role, the report will be blank. In order to see all clients regardless of partner or manager assigned to the client, the box should be left unchecked.

Comment on this Article
Contact Us

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

GLOBAL

Find your local distributor

| Visit us: www.caseware.com | Share your feedback with Google Moderator |