Invite Users / Adding users

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Instructions

CAS 360 allows unlimited users. Fellow employees and managers can be invited via the Access Manager in CAS 360. Only Admin users can invite others to CAS 360. 

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

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  2. From the BGL Account page, Select Admin and from the side menu select Invitation



  3. You will be directed to the User Manager page. This will display all current users with access to your CAS 360 firm. Select + Invite New User



  4. Select Invite for CAS 360



  5. Input the user's email, first and last name and assign a User Role. A User Role is given to determine the access rights for this individual when accessing and completing tasks in CAS 360. You can select from the following roles:

    User Role
    User
    View Only
    Manager
    Admin
    BGL Support
    Accountant


  6. Select Invite User(s). You can invite more than one user at a time. Select Done to return to the User Manager page.

 

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