An external user in Cimplico Workpapers is someone outside your firm, such as a contractor, who requires access to specific workpapers. Their permissions within a workpaper are determined by the role assigned to them (e.g., preparer, reviewer, or approver).
For example:
If an external user is assigned the role of reviewer, they will have the ability to review worksheets and complete reviewer procedures.
ℹ️ Note: To learn more about external user permissions, visit the Firm User Roles overview.