User Management Overview

Simply360's user management system allows you to control who has access to your team and what they can do. This section covers inviting users, managing their access, and understanding user statuses.

Key Concepts

Team Users vs. Team Admins

• Regular Users — Access is controlled by their assigned User Roles and Data Permissions
• Team Admins — Have full access to all team features and data, bypassing all permission checks

User Statuses

Accessing User Management

1. Navigate to Team Administration → Users
2. You'll see tables for Active Users, Pending Invites, and Deactivated Users

User Properties

Each user has the following properties:

• Name — First and last name
• Email — Login email address (must be unique)
• Phone Number — Optional contact number
• Department — Optional organizational unit
• Notes — Internal notes about the user
• Team Admin — Whether the user has full admin access (bypasses all Feature and Data permissions)
• User Roles — Assigned permission roles
• View Mode — Shared or Individual data visibility

View Modes

View Mode controls how data visibility works for non-admin users:

• Shared — User sees all data they have permission to access (based on role permissions)
• Individual — User only sees records they created or are assigned to

Related Topics

• Inviting Users — How to add new team members
• Managing User Access — Edit users, change roles, deactivate/reactivate
• User Roles Overview — Understanding roles and permission sets
• Creating User Roles — Create new permission roles
• Feature Permissions — Admin feature access control
• Data Permissions — Collection and field-level access control
• Account Details & Settings — Team-wide account configuration