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: | User | View Only | Manager | Admin | BGL Support | BGL Success | Accountant | Function |
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| Modification |  |
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Ability to add and edit Company Data and process Company Changes |
| 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 |
| 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 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 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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Add/Edit Email Templates
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Ability to Add/Edit Email Templates under Settings. |
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Add/Edit Document Templates
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Ability to Add/Edit Document Templates under Settings. |
| Lodgement | |
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Ability to Lodge Documents |
| User Management | |
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Ability to process invitations and manage user access. |
| Migration Token | |
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Access to Token Management under Users. |
| Digital Signing | |
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Access to Digital Signing page under Integrations. |
| Role Management | |
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Access to Role Settings under Users. |
| Apps and Integrations | |
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Access to the Integrations app under the App Switcher. |
| XBRL FS | |
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Ability to prepare XBRL financial statements in CAS 360. |
| Practice Management - Settings |
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Access to Practice Management Settings under Integrations. |
| Practice Management - View and Edit |
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Ability to View and Edit Practice Management Client & Contact List |
| Practice Management - Read-only |
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Ability to View Practice Management Client & Contact List |
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.