Creating a Contact User

To add new contacts in Caseware Cloud, you must have the Staff Admin role assigned.

Step 1. Open the Contacts Section

From the Caseware Cloud home screen, click on the menu, then select Contacts.

Step 2. Add a New Contact

Click on New and select Add Contact.

Step 3. Complete the Contact Details

Enter the required information for the new contact. Fields marked with an asterisk (*) are mandatory.

Once an email address is entered, you will have additional options to set passwords, assign groups, and manage apps for the contact.