Manage user roles & permissions

User permissions for your organisation members can be updated at any time, with users added and removed as needed. To access your permissions settings: 

1. Log in to Cimple 

2. Click on your name in the top-right corner

3. Select ‘Organisation Settings’

4. Click ‘Permissions’

To invite a new member to your organisation on Cimple: 

1. Click ‘Invite member’

2. Enter the user’s email address

3. Select the user permissions settings

4. Click ‘Invite’

The user will receive an email to let them know they have been invited to join your organisation on Cimple.

To edit a user’s permissions on Cimple: 

1. Navigate to your organisation’s permissions using the steps above

2. Click on the drop-down list for the user you would like to edit

3. Select the new user permission settings for that person

4. This change will be automatically saved. 

To remove a user from your organisation on Cimple:

1. Navigate to your organisation’s permissions using the steps above

2. Click on the ‘Delete’ button to the right of the white box

3. This change will be automatically saved. 

Note: The user removed will receive an email notification informing them that they have been removed from your organisation on Cimple. 

Accept or reject user invites

A new user can request to join your organisation once they have registered on the platform. All organisation admins will receive an email notification to inform them of any new invite requests, and these can be managed using the below steps: 

1. Navigate to your organisation’s permissions using the steps above

2. Under ‘Invitation Requests’, you will see all pending user requests

3. Select the permissions settings for the individual, then accept/reject as necessary

Note: Once the invitation has been accepted or rejected, the user will receive an email to confirm this.

Organisations can have multiple users associated to the account, all with different user permissions settings as outlined above. However, if you would like to change the organisation log in email, you can follow these outlined steps: 

1. Log in to Cimple with your current user email 

2. Invite a new user to your organisation (outlined above)

3. Accept the invite request with this new email and create a user account for this new user email 

4. Log in with the previous email and delete the user account you no longer want associated with your organisation 

Note: Once the above steps have been completed, all notifications will be directed to the new organisation email. If you require any help completing the above, get in touch with us for additional support.