Setup 2/5: Managing users

Created by Marco Fiumara, Modified on Fri, 20 Jan 2023 at 09:01 AM by Marco Fiumara

Previous: Setup 1/5: Creating a firm

Last lesson we looked at creating your firm!

Now that you've created your firm, let's get your staff invited!

Users in your firm can assume one of three roles:

  • Firm Administrator (Only 1 person may have this role)
  • Manager
  • User

Currently, the roles limit who can create, update, or delete firm resources (users, groups, entities, workpapers, procedure & checklist templates). It's in our roadmap to give users the ability to configure specific permissions for individual users in an effort to give firms greater control over their Workpapers experience.

Seeing your users

Once you login, you'll be greeted with the Firm Management view (see below), where you can manage your Groups, Entities, Workpapers, Procedure & Checklist Templates, Users, Integrations, and Settings.

Figure 1: Firm Management screen after login

Don't worry, we'll cover everything soon, but let's start with users. Click the Users tab to head to the user management screen. Here you can see your list of current users along with their basic information and roles. Additionally, you can invite new users, and see your pending invites. 

Figure 2: User Management screen

Inviting users

Let's start with adding a user. Click the New User button. You'll be directed to a form (see below) allowing you to add new users and assign them a role. You can add as many users as you want here. To save time we also have the ability to invite users in bulk [Coming soon]. 

Figure 3: Invite user(s) form

Once you've invited all your users, you can click the Invitations tab to view your pending invites.

Figure 4: Invitations tab

Editing/Deleting users

Unfortunately the ability to change user roles and delete users is still in development. For now, to update user roles and delete users please reach out to us at

Next: Setup 3/5: Setting up your firm's procedures

Cimplico Workpapers allows you to create different procedure lists at the firm-level. Let's learn more about the advantages of firm procedures and how to go about setting up a custom procedure list.

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