Help Centre > Manage account & billing > Manage user roles & permissions
Manage user roles & permissions
User roles on Cimple
You can view all the user roles and permissions on Cimple below, including a breakdown of what features they grant access to:
View Only: As the name might suggest, 'view only' members can't make changes to an organisation's details, but they can view information, such as social value themes and organisation's SQ.
Members: For users who need full access but don't need to update organisation settings. When acting for a supplier, a 'member' role enables users to view and apply for opportunities on behalf of their organisation. And for buying organisations, 'members' have full editing rights to all opportunities, with the ability to evaluate and award opportunities.
Admin: Whether acting on behalf of a buyer or supplier, admins have the ability to do and edit everything on the Cimple platform. Only an admin can delete an organisation's account.
Evaluator: Users with this role are limited to only access the opportunities they've been assigned to as an evaluator. They can view opportunity details and applicant responses, but not take any action such as shortlisting or awarding suppliers.
Adding or updating users in an organisation
User permissions for your organisation members can be updated at any time, with users added and removed as needed. To access your permissions settings:
Log in to Cimple
Click on your name in the top-right corner
Select ‘Organisation Settings’
Click ‘Permissions’
To invite a new member to your organisation on Cimple:
Click ‘Invite member’
Enter the user’s email address
Select the user permissions settings
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:
Navigate to your organisation’s permissions using the steps above
Click on the drop-down list for the user you would like to edit
Select the new user permission settings for that person
This change will be automatically saved.
To remove a user from your organisation on Cimple:
Navigate to your organisation’s permissions using the steps above
Click on the ‘Delete’ button to the right of the white box
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:
Navigate to your organisation’s permissions using the steps above
Under ‘Invitation Requests’, you will see all pending user requests
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.
Updating your organisation email
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:
Log in to Cimple with your current user email
Invite a new user to your organisation (outlined above)
Accept the invite request with this new email and create a user account for this new user email
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.
Need help? Feel free to reach out to us if you have any questions.