As a sole practitioner, you will use your single login to manage all your workpapers within Cimplico Workpapers. At the firm level, you will be assigned the Administrator role, giving you full control over your firm settings and permissions.
When creating a workpaper:
Assign yourself as the Approver.
Leave the Preparer and Reviewer roles blank.
ℹ️ Note: As the Approver, you inherit all the permissions of Preparers and Reviewers, allowing you to prepare, review, and certify workpapers.