User plan limits
Each Simplesat plan includes a cap on the number of users. If you hit your plan's ceiling, you'll see a prompt indicating you've reached the user limit. To add more users:
Remove inactive users - Keep your team lean by removing accounts that are no longer needed.
Upgrade your plan - For growing teams, scaling up your plan allows for more user slots.
Stay on top of your current user count and usage across various features by visiting your Usage page.
Manage and view existing users
Navigate to the Users section in your account to view everyone who has access.
What you'll find:
Name - Who's who in your team.
Role - Everyone's place in the hierarchy.
Team member mapping - Link users to their 'agents' or 'techs' for more targeted feedback access (learn more about team member mapping).
Authentication - Quick visibility on security measures like 2FA or SSO.
Status - See who's active or still pending invitation acceptance.
Use the three-dot menu for user management options.
Add users
On the Users section, click the +Invite user button.
In the email field, type the email address of the person you’d like to add.
Choose the Role you want them to have and the Login method you’d like them to use.
Edit users
Find the user you'd like to edit and click the three-dot menu.
Choose the Role you want them to have and the Login method you’d like them to use. Then, click Update user.
Choosing Edit allows you to change a user's permissions.
Delete users
Find the user you'd like to edit and open the three-dot menu.
Select Remove from workspace.
Click Remove from workspace again to save the changes.
