Add a User
Navigate to the Admin Settings menu
Select Users
Click the + button and enter the new Users details
Select the relevant Role to assign & it will take 10 minutes for the role to be assigned
Click Save
Note: You can create as many users as you need in Simply Stakeholders based on your license.
Remove a User/s
To maintain data integrity, Users cannot be deleted, but instead are made inactive. This ensures that audits can be conducted and that information remains available after the team member has left.
Navigate to the Admin Settings menu
Select Users & Roles
Select the user from the left hand side column
Deselect all of the access levels assigned and as an extra layer of security, select Locked
Click Save
Unlock a User
A User will be locked when they enter the incorrect password 3 times. An Administrator can unlock the User and send a link to reset the password after the account has been unlocked.
Search for the locked User
Untick the Locked checkbox
Click Save
Click Send Password Reset Email
To request for an account to be unlocked, the first point of contact is the Account Administrator (internal to the organisation). The Account Administrator or Owner can also instruct a member of the Simply Stakeholder's team to unlock an account by emailing the Customer Success Account Executive or [email protected].
For security and privacy purposes we cannot unlock a user without instruction from the Account Administrator or Owner.
Export or Filter User list
An Administrator can filter or export their list of Users from the administration interface:
Navigate to the Admin Settings menu
Select Users & Roles
Select the three horizontal lines icon to filter your users by None; Active; Inactive; Locked; or Unlocked
Select the box with down-pointed arrow icon to export your User list, if you have applied filters the filtered list will be exported only.