Get started with Caseware Verity — Firm administrator
As a firm administrator, you control who in your firm can use Caseware Verity, what knowledge it draws from and how your firm's usage and credits are tracked. Before your team can start using Caseware Verity, you need to enable access for each user. You can also set up firm-managed knowledge bases to give Caseware Verity access to your firm's methodology, guidance and other internal content.
Complete the following tasks to set up Caseware Verity for your firm:
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Create firm-managed knowledge bases (optional)
Note: After enabling or disabling access, affected users or group members must refresh Cloud in their browser to make the changes visible in the Cloud menu.
To update or modify a knowledge base after creation, see Edit firm-managed knowledge bases.
What's next
Once you have enabled access and set up knowledge bases, your team is ready to use Caseware Verity. Share the following resources with users to help them get started: