Administration Business Units About business units Navigate business units Create business units (Firm Settings) Migrate data to business units (Migration Manager) Import staff to business units Manage staff across business units Manage groups across business units Move entities between business units Roles and Permissions Assign system-wide security roles Built-in roles Caseware Cloud security architecture Controlling access to Caseware Working Papers files Create a private entity Create custom security roles Deny users and groups access to an entity Enable Caseware Cloud apps Login settings Sample Caseware Cloud security framework Security considerations Single Sign-On Integrate single sign-on Integrate single sign-on with ADFS • Create a new application group • Create a Web API application • Create an Issuance Transform rule • Generate the Reply URL • Test your single sign-on integration Integrate single sign-on with Entra ID (formerly Azure AD) • Register a new app for single sign-on • Generate a client secret • Copy the metadata endpoint • Configure optional claims • Generate the Reply URL • Assign authorized staff to use single sign-on • Assign API permissions • Test your single sign-on integration Integrate single sign-on with Okta • Create a new app integration • Generate client credentials • Copy the metadata URI • Manage authorization servers • Generate the Reply URL • Test your single sign-on integration Users and Groups Bulk create user accounts Change notification settings Change personal preferences Create an account for staff or contacts Create staff or contact groups Grant users access to items in an entity Grant users and groups access to entities Onboarding users Review the security settings for the All Staff group
