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.
Note: Only Admin users can customise the User Roles for CAS 360.
Instructions
1. From the top toolbar, hover your cursor over the App Switcher icon and select Users. 
2. Select Admin from the side menu and then select Role Settings. 
Permission Settings
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: | Function |
| Admin | User can Invite and manage other Users |
| Modification | Ability to Add and Edit Company Data and Company Changes |
| Add/Edit Dividends |
Users will have access to the Add Dividend button in the Shareholders screen and the Edit button in the Review Dividends screen. |
| Prepare Dividend Documents |
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 Distributions
|
Users will have access to the Add Distributions button in the Unitholders screen and the Edit button in the Review Distributions screen. |
|
Prepare Distribution Documents
|
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 |
|
CAS 360 Client
|
*This functionality will be available in a future release |
|
External Migration
|
Users will have access to the Token Management Screen to proceed with CAS Desktop to CAS 360 migrations |
| Lodgement | Ability to Lodge Documents |
| XBRL FS | Ability to prepare XBRL financial statements. |
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.