Managing User Access

Learn how to modify existing user accounts, change permissions, and manage user status.

Editing User Details

1. Navigate to Admin → Users
2. Click on a user's name or the edit icon
3. The Edit User drawer opens with all editable fields
4. Make your changes and click Save

Editable Properties

• First Name, Last Name
• Email Address (changing this requires the user to verify the new email)
• Phone Number
• Department
• Notes (internal only - not visible to the user)

Changing Admin Status

To promote or demote a user's admin status:

1. Edit the user
2. Toggle the Team Admin switch
3. Save changes

Assigning User Roles

User Roles control what features and data a user can access:

1. Edit the user
2. In the User Role dropdown, select one or more roles
3. Save changes

Users can have multiple roles - their permissions are the combination of all assigned roles.

Deactivating a User

To prevent a user from accessing the team:

1. Find the user in the Active Users table
2. Click the menu (⋮) and select Deactivate
3. Confirm the action

Deactivated users:

• Cannot log in to Simply360
• Retain their data and history
• Can be reactivated at any time
• Don't count toward your user license limit

Reactivating a User

1. Find the user in the Deactivated Users table
2. Click the menu (⋮) and select Reactivate
3. The user can now log in again with their existing credentials

Changing View Mode

View Mode affects data visibility for non-admin users:

1. Edit the user
2. Change the View Mode setting:
   • Shared - See all permitted data
   • Individual - See only their own records
3. Save changes