User Roles

Print Friendly and PDF

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 User Roles.

Only users with the Admin user role can customise the User Roles for CAS 360.

  1. From the top toolbar, hover your mouse over the App Switcher icon and select BGL Account.

    Screen_Shot_2019-01-09_at_3.23.02_pm.png

  2. From the BGL Account 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.

User Role: User View Only Manager Admin BGL Support Accountant Function
Role Setting:              
Admin error.png

error.png

error.png

check.png

check.png

error.png

User can Invite and manage other Users
Modification check.png

error.png

check.png

check.png

check.png

error.png

Ability to Add and Edit Company Data and Company Changes
Prepare Dividend Documents

check.png

error.png

check.png

check.png

check.png

check.png

Users will have access to the Prepare Forms button in the Review Dividends screen and the Save & Prepare Documents button in the Add/Edit Dividend Screen

Add/Edit Dividends check.png

error.png

check.png

check.png

check.png

check.png

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.

Prepare Distribution Documents

check.png

error.png

check.png

check.png

check.png

check.png

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

Add/Edit Distributions
check.png

error.png

check.png

check.png

check.png

check.png

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 Dividends screen.

CAS 360 Client
check.png

check.png

check.png

check.png

check.png

check.png

*This functionality will be available in a future release
Lodgement check.png

error.png

check.png

check.png

check.png

error.png

Ability to Lodge Documents

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.

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.