Overview
CAS 360 allows unlimited users. The access levels of fellow employees and managers that have been invited to CAS 360 can be customisable via the user roles Only Admin users can customise the User Roles for CAS 360.
- From the top toolbar, hover your mouse over the App Switcher icon and select Users.
- From the Users page, hover your mouse over the Admin icon (on the left hand Main Toolbar) and in the side menu select Role Settings.
Differences between User Roles
From the User Roles screen, you can manage a user's CAS 360 experience at a global level.
To turn a function ON or OFF, simply change the toggle.
Before getting started, it is important to invite the appropriate users, grant and review the correct level of access for your firm.
CAS 360
| User Role: | Accountant | Admin | BGL Success | BGL Support | Manager | User | View Only | Function |
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| Modification |
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Ability to add and edit Company Data and process Company Changes | |
| Add/Edit Company Data. |
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Ability to add, edit and Delete functions in Company Data tabs and Comparison report. | |
| Prepare Company Documents |
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Ability to have access to all “Print” toggle functions, and all functions that involves “Document Production” in all company data tabs | |
| Add/Edit Dividends |
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Users will have access to the Add Dividend button in the drop down of Dividends in Shareholders screen and the Edit button in the Review Dividends screen. |
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| Prepare Dividend Documents |
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Access to the Prepare Forms button in the Review Dividends screen and the Save & Prepare Documents button in the Add/Edit Dividend Screen |
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Add/Edit Distributions
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Users will have access to the Add Distributions button in the drop down of Distributions in Unitholders screen and the Edit button in the Review Distributions screen. |
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Prepare Distribution Documents
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Users will have access to the Prepare Forms button in the Review Distributions screen and the Save & Prepare Documents button in the Add/Edit Distributions Screen |
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Add/Edit Document Templates
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Ability to Add/Edit Document Templates under Settings. |
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Add/Edit Email Templates
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Ability to Add/Edit Email Templates under Settings. |
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| Lodgement |
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Ability to Lodge Documents | |
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Company Registration Screen
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Control access to the Company Registration screen. |
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Add/Edit Company Registration
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Ability to Add/Edit companies on the Company Registration screen. |
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Prepare Company Registration documents
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Control users that are able to prepare documents from the Company Registration Screen. |
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Search Registers Screen
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Control access to the Search Registers screen. |
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Add/Edit Search Registers
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Ability to Add/Edit details on the Search Registers screen. |
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Import data from Governing Body
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Control users that can import data from the relevant governing body. |
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Company Selection Screen
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Control access to the Company Selection screen. |
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Add/Edit Company Selection
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Ability to Add/Edit companies on the Company Selection screen. |
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Add / Edit Trust Selection
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Ability to Add/Edit Trusts on the Trust Selection screen. |
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Add / Edit Global Contacts and Global Addresses
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Ability to Add/Edit Global Contacts and Global Addresses on the Global Contacts and Global Addresses screen. |
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Company Screen
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Control access to the Company icon on the Left Toolbar. |
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Trust Screen
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Control access to the Trust icon on the Left Toolbar. |
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Add / Edit Trust Data
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Ability to Add/Edit Trusts Data on the Trust Selection screen. |
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Prepare Trust Documents
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Ability to prepare Trust Documents on the Trust Selection screen. |
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Contacts & Addresses Screen
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Control access to the Contacts icon on the Left Toolbar. |
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Annual Review / Annual Returns Screen
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Control access to the Review / Return icon on the Left Toolbar. |
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Multiple Changes Screen
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Control access to the Multiple Changes icon on the Left Toolbar. |
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Documents Screen
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Control access to the Documents icon on the Left Toolbar. |
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Messages Screen
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Control access to the Messages icon on the Left Toolbar. |
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Reports Screen
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Control access to the Reports icon on the Left Toolbar. |
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Settings Screen
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Control access to the Settings icon on the Left Toolbar. |
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Add / Edit Freeform
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Control access to the Add or Edit existing Freeform Documents on the Left Toolbar. |
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| Manage Labels |
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Allows users to add, delete, attach, remove, and manage labels. |
Users and Integrations:
| User Role: | Accountant | Admin | BGL Success | BGL Support | Manager | User | View Only | Function |
| Role Setting: | ||||||||
| User Management |
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Ability to process invitations and manage user access. | |
| Role Management |
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Access to Role Settings under Users. | |
| Migration Token |
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Access to Token Management under Users. | |
| Apps and Integrations |
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Access to the Integrations app under the App Switcher. | |
| Digital Signing |
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Access to Digital Signing page under Integrations. | |
| XBRL FS |
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Ability to prepare XBRL financial statements in CAS 360. | |
| Practice Mangement - Settings |
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From the BGL API integrations screen, allow access to the Practice Management Settings tab. | |
| Practice Mangement - View and Edit |
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From the BGL API integrations screen, allow access to read and edit data on the Practice Management Settings and Client & Contact List tabs. | |
| Practice Mangement - Read-Only |
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From the BGL API integrations screen, allow access to read data on the Practice Management Settings tab. | |
| Connect third party apllications |
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This permission allows or denies users the ability to authorize or reject connections to third-party applications. |
Restricting users to specific companies
At the moment, you are unable to restrict which companies a user has access to when they are invited to your CAS 360 subscription. Invited users will be able to view all companies on your subscription.