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Can only people assigned to a workpaper edit it?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over 3 weeks ago

No, editing is not limited to assigned users. Any user in the firm can contribute to a non-private workpaper with preparer-level permissions, unless formally assigned as a reviewer or approver. Role-based permissions determine what tasks users can perform:

  • Preparers: Prepare worksheets, create entries, and compile client queries.

  • Reviewers: Perform preparation tasks and review work.

  • Approvers: Perform all tasks, including final approval.

ℹ️ Note: For private workpapers, only assigned users and firm administrators can edit them.

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