How to add, edit, delete, group, merge, and map team members in your account.
Team members are the agents whose performance is tracked through Simplesat feedback. You can manage your team member roster, organize agents into groups, clean up duplicates, and map them to Simplesat users.
Add a team member
Go to Team members in the sidebar
Click New team member
Enter the team member email, name, and external ID (either email or external ID is required as a unique identifier).
Optionally, assign them to one or more groups
Click Create team member
The new team member appears in the directory immediately.
Only users with the appropriate permissions can add, edit, delete, merge, or map team members. Managers can view and filter the directory but can't make changes.
Edit a team member
Find the team member in the directory and click their row to open the detail modal
Open the actions menu and select Edit
Update the information
Save your changes
If the team member was created by an integration, fields managed by that integration are read-only. To change those fields, edit them in the source system.
Delete a team member
Find the team member in the directory and click their row
Open the actions menu and select Delete
Confirm in the dialog
Deleting a team member doesn't delete their feedback. Their responses stay in your account but are no longer attributed to any team member. If you want to keep the feedback attributed to someone else, use Merge instead.
Merge duplicate team members
Duplicates happen when the same person ends up with multiple records, usually from using different email addresses across systems. Merging combines two records into one and reassigns all feedback to the surviving record.
Before you merge:
Merge is permanent. There is no undo
Only manually-created records can be merged. Records synced from an integration can't be merged
Group memberships from the deleted record are not carried over to the surviving record
Merge two records
Open the team member you want to keep (the surviving record)
Open the actions menu and select Merge
Search for and select the duplicate record to merge into this one
Review the merge preview to confirm which record will be kept, which will be deleted, and how many responses will be reassigned
Click Merge team members
The duplicate is removed and all of its feedback is reassigned to the surviving record.
Create and manage groups
Groups let you organize team members so you can filter dashboards and feedback by team, region, or any other grouping.
Create a group
In the Team members section, click New group in the sidebar
Enter a name and select the members to include
Click Create group
Groups are immediately available as a filter option in your dashboards and feedback views.
Edit a group
Open the group from the Groups list
Click Edit group
Save your changes
Delete a group
Open the group from the Groups list
Open the actions menu and select Delete
Confirm in the dialog
Deleting a group doesn't delete the team members in it. Only the group itself is removed.
Map a user to a team member
User-to-team-member mapping links a Simplesat user (someone who logs into the app) to the team member record their performance is tracked against. Simplesat tries to map users automatically by matching email addresses. You can also set the mapping manually.
Only Admins and Owners can add or remove team member mappings. Mapping is mainly used for Collaborators to only see their own feedback.
Map a user
Go to Settings > Users
Find the user you want to map and open the actions menu and select Team member mapping
Click Add team member mapping and search for the correct team member
Save your changes
Remove a manual mapping
Go to Settings > Users
Find the user you want to remove the mapping and open the actions menu and select Team member mapping
Click the unlink option next to the mapped team member
Save your changes
When a manual mapping is removed, Simplesat falls back to automatic email-based matching.