Contract workers are typically added as external users in Cimplico Workpapers, meaning their access is limited to specific workpapers they are assigned to. They can also view the entity, its group, and all entities within that group (if the entity belongs to a group) for any workpapers they are assigned to.
Within a workpaper, their permissions depend on the role assigned to them:
Preparer: They will have the standard preparer permissions, such as editing and preparing workpapers.
Reviewer: They will have reviewer permissions, including the ability to review and tick off reviewer procedures.
Approver: If assigned as an approver, they will have permissions to certify and complete workpapers.
ℹ️ Note: External users’ roles and permissions are confined to the specific workpapers they are assigned to, ensuring secure and role-specific access.
For more information on managing External Users, visit the Firm User Roles article.