Administration
48 articles across 5 sections.
Topics
1 articlesRoles and Permissions
11 articles- Create a private entity
- Assign system-wide security roles
- Built-in roles
- Caseware Cloud security architecture
- Controlling access to Caseware Working Papers files
- Create custom security roles
- Deny users and groups access to an entity
- Manage access for Caseware Cloud apps
- Login settings
- Sample Caseware Cloud security framework
- Security considerations
Business Units
5 articlesSingle Sign-On
22 articles- Integrate single sign-on with ADFS
- Create a new application group (ADFS)
- Create a Web API application (ADFS)
- Create an Issuance Transform rule (ADFS)
- Generate the Reply URL (ADFS)
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Register a new app for single sign-on (Entra ID / Azure AD)
- Generate a client secret (Entra ID / Azure AD)
- Copy the metadata endpoint (Entra ID / Azure AD)
- Configure optional claims (Entra ID / Azure AD)
- Generate the Reply URL (Entra ID / Azure AD)
- Assign authorized staff to use single sign-on (Entra ID / Azure AD)
- Assign API permissions (Entra ID / Azure AD)
- Test your single sign-on integration (ADFS, Entra ID)
- Integrate single sign-on with Okta
- Create a new app integration (Okta)
- Generate client credentials (Okta)
- Copy the metadata URI (Okta)
- Manage authorization servers (Okta)
- Generate the Reply URL (Okta)
- Test your single sign-on integration (Okta)
- Single sign-on: Frequently asked questions