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Simploud Administration

Simploud Administration empowers administrators to efficiently manage user accounts, permissions, and group assignments. 

This enhances control over the organizational structure, ensuring that each user has the appropriate access levels and is assigned to the correct groups.

Simploud Licenses

Licenses2
Licenses2

User Management

User Management

Edit User Details:

Training Admin

Training matrix’s access.

Show Alerts

Responsible for the alerts visibility in home page.

Training User

Enables training settings for the user.

Alias and Nickname

Can replace username in E-Signature.

Training matrix’s access.

Deactivating a user

When deactivating a user, several things happen:

The existing license will be freed up, allowing it to be assigned to another user if needed.

The deactivated user will still be a part of any public group they were in but will no longer be assigned any tasks. You'll need to do that manually if you'd like to remove them from the group.

Deactivating a user

All Workflow Tasks will be deleted, including any status-changing tasks assigned to the user. However, all other tasks (not Workflow Tasks) will be reassigned to the local admin who deactivated the user. The user who performed the deactivation will receive an email with all the deleted workflow tasks and their previous owners, along with links to the records.

Open records assigned to the user will have a "Take Ownership" button, allowing you to assign them to another user.

Training tasks assigned to the user will be canceled and not appear under the Task List component.

System Backup: The Admin typically receives email notifications about system backups based on the schedule they have set. If the previous Admin had activated the Data Export service, it is crucial to ensure that the user is still active for the service to function properly.

To resolve any issues with Data Export, follow these steps:
  • Go to the Setup.
  • Search in the search bar on the left for “Data Export”.
  • Click on the Schedule Export button.
Click on the Schedule Export button.2
  • Delete the existing Data Export job.
Click on the Schedule Export button.2
  • Schedule a new export with the current active admin user. Select the information you want to include in the export.