Cimplico

Hannah Olsson

Marco Fiumara

Manage user roles, invite users and update firm settings

Firm Administration & Users

Firm User Roles

Inviting users to the firm

Changing a users role in the firm

Changing the firm administrator

Removing users from the firm

Resetting Multi-Factor Authentication (MFA)

User Management

Changing your firm name

Configure your subscription

Updating Not Applicable reasons at the firm-level

Updating quick descriptions at the firm-level

Update and customise your firm’s settings

Firm Settings

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?

Frequently Asked Questions (FAQs)

Workpapers

Documentation

Who we are

Prviacy

Sync

Contact support

Our story

Terms

Our values

Meet our leadership

Our Solutions

Support

Company

Legal

News Center

Go to Workpapers

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.