Applicable to all Cloud users
This 1-hour instructor-led session is designed for advanced users responsible for administering Caseware Cloud environments. Participants will learn how to design secure, scalable user structures, streamline access management, and strengthen data governance practices. Led by David Stansell, this session provides practical guidance on advanced user management and reporting optimisation, equipping firms to reduce risk, improve adoption, and align Cloud administration with regulatory and organisational requirements.
By the end of this session, you will be able to:
-Design an effective staff, group, and role structure within Caseware Cloud
-Develop and implement a firm-wide tagging strategy
-Use tags, filters, and views to enhance reporting, oversight, and standardization
-Align Cloud data lifecycle management with firm and regulatory requirements
-Identify practical next steps to strengthen administration and governance controls
Course Level: Intermediate
Prerequisites: Basic to intermediate knowledge of Caseware Cloud administration.
Advanced Preparation: None
Field of Study: Information Technology
CPE Credits: 1
Delivery Method: Group Live