New at Cimplico
Improvement
New
You can now have multiple firm administrators in Cimplico Workpapers 👥
Shared by Hannah
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Want to take advantage of this new feature? Here’s how your current firm admin can update the settings:
- Go to Firm Settings ⚙️
- Select the Details tab
- Update the Firm Administrators field
- Click Save
Once added, firm administrators will be able to manage more across the platform, including:
- Billing
- Firm-level integrations