There is no specific Partner role in Cimplico Workpapers. However, partners are typically assigned two key roles:
Manager Role at the Firm Level
As a Manager, partners can perform all the essential administrative tasks, such as inviting users and managing permissions.
This role excludes more technical responsibilities like managing integrations or handling billing, keeping their focus on high-level oversight.
Approver Role at the Workpaper Level
As an Approver, partners are responsible for certifying workpapers during the final stages.
Approvers can also add comments and collaborate on workpapers as needed.
They inherit all the permissions of Preparers and Reviewers, giving them comprehensive access to edit, review, and approve workpapers.