Adding / Editing / Deleting Users

Administrators and Managers on your company's account can add new users and manage existing users in the Users module.

One of our goals is to help our clients create a culture of compliance. Obviously, you can't do this unless all of your employees are allowed access to the compliance tool. We encourage you to add as many employees as are relevant to your operations, particularly those that might be responsible for specific activities that are regulated.

• As areas of non-compliance are identified during audits, you can assign action items to those employees and hold them accountable for completing those items.
• You can also assign SOPs to individual employees, but only if they've been added to the system.

Adding Users

To add a new user, simply navigate to the Users module and click the Add New User button. A modal will open with some fields to fill out. After filling out the form and clicking the Add button, an invitation email will fire to the person you've invited that gives them instructions on how to set up their account. You can add as many users to your account as you want, at no additional cost!

Note: Users can be assigned to more than 1 location.

Once you've added the user, they will appear in your Users list in "Invited" status. Users in "Invited" status cannot be assigned to any tasks in Simplifya. Once the user clicks the button in their invitation email, they will be changed to "Active" status and can now be assigned things in Simplifya (audits, SOPs, etc.). 

If the user has lost their email invitation, you can resend the invitation by clicking on the ellipses menu next to their name in the Users module and then clicking the "Resend Invite" option. A new email invitation will be sent to that person.

Editing / Deleting Users

To make changes to an existing user, like changing their permission level or adding them to / removing them from locations, just click on the ellipses menu next to their name in the Users module and then click the "Edit" option. 

An "Edit User Details" modal will open where you can change the user's permission level and/or the location(s) the user is assigned to. 

To delete a user from your Simplifya account, just click on the ellipses menu next to their name in the Users module and then click the "Delete" option. A prompt will appear, confirming whether or not you'd actually like to delete this user.

Even if a user is deleted, their name is still attached to activities they previously were assigned or completed before their account was deleted.
For example: Joe Smith completed an audit on February 1. Joe Smith was deleted from the account on March 15. The audit Joe completed on February 1 will always show Joe as the auditor that completed the audit, even though he's deleted.