Firm Administration & Users | Cimplico Help Centre

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Firm Administration & Users

Firm Administration & Users

Manage user roles, invite users and update firm settings

By Hannah and 1 other2 authors18 articles

User Management

Manage user roles and invitations

Firm User Roles

Inviting users to the firm

Changing a users role in the firm

Changing the firm administrator

Removing users from the firm

Update and customise your firm’s settings

Changing your firm name

Updating quick descriptions

Configure your subscription

Frequently Asked Questions (FAQs)

Can I invite auditors into Cimplico Workpapers?

Can we have multiple firm admins?

How do sole-practitioners use Cimplico Workpapers?

Is Cimplico ISO 27001 certified?

Is there a partner role?

What limitations are there for contract workers?

What limitations are there for junior staff?

What limitations are there for outsourced staff?

What is an external user?

Where can I find Cimplico's terms and policies?

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