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Can I invite auditors into Cimplico Workpapers?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

Yes, auditors can be invited into a workpaper and they are typically added as a Guest user. This workpaper role provides them with read-only access, ensuring they can review all relevant information without making changes.

As Guest Users, auditors can view everything in the workpaper including:

  • Worksheets and other schedules

  • Files and supporting documentation

  • Internal comments

  • Client queries

  • Worksheet history

  • Checklists and procedures

  • Journals

ℹ️ Note: You can use this procedure to invite an auditor as a guest.

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