Use this article to invite team members to your firm in Cimplico Workpapers using the FYI integration.
ℹ️ Note:
You will need to have the FYI integration set up before you can do this. See Setting up the FYI Integration.
Invite users from FYI
Click the cog icon in the navbar to open Firm Settings.
Click Users.
Click the arrow next to Add Users.
Select Add from FYI.
Select the users you want to invite.
Click Next.
Follow the prompts to confirm each user's role and email address, then send the invites.
The user will receive an invitation and have the option to set up their accounting using:
An email and password
Their Xero login
💡 Tip
Prefer another way to invite users? See Inviting users to the firm for inviting users individually or in bulk without FYI.