Managing User Access

Learn how to modify existing user accounts, change permissions, and manage user status. For an overview of user concepts, see User Management Overview.

Editing User Details

1. Navigate to Team Administration → 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 (union) of all assigned roles. See Creating User Roles for how to set up 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

Related Topics

• User Management Overview — User statuses, properties, and view modes
• Inviting Users — Adding new team members
• User Roles Overview — Understanding permission roles
• Creating User Roles — Setting up new roles
• Feature Permissions — Admin feature access control
• Data Permissions — Collection and field-level access