I need help with account administration
Setting Departments for Members
Summary The "Department" field has been added to members' profiles; this field can be used to identify, filter, and collate members to provide an extra layer of granulation when completing Simpli5 administrative tasks. General Notes This field is ...
Account Customization
Account Administrators can customize two aspects of their organization's account: the top video appearing on members' My 5 Dynamics page and adding an introductory section to the top of members' Work Preferences content (a.k.a. Overview Report). On ...
Export Members and Bulk Delete
At the Members tab on the Administration page, two new functions have been added: Export Members. Download a CSV file of all org members who have accepted an invitation and set up a Simpli5 profile. Bulk Delete. Upload a list of members to delete as ...
I need help managing members in my organization
Invite New Members You can invite members to your organization using the Invite People button in the top-right corner of the People panel. There are two options for inviting people: add a group of people using a CSV upload or manually enter a series ...
General Information about Simpli5® Account Administration
Simpli5® Account Administration All administration functions in Simpli5® are located under the Administration page, only available to Account Administrators. These functions are listed below and are covered in different articles in the knowledge ...