Manage user roles & permissions

Go to Organisation Settings > Permissions to manage:

Active Users: All users who are currently part of your organisation account on Cimple.

Invited Users: People who’ve either been invited to join your organisation or have submitted a request to be added.

Admins can manage invites, update permissions, or remove users at any time.

User permissions for your organisation members can be updated at any time, with users added and removed as needed. To access your permissions settings: 

1. Log in to Cimple 

2. Click on your name in the top-right corner

3. Select ‘Organisation Settings’

4. Click ‘Permissions’

To invite a new member to your organisation on Cimple: 

1. Click ‘Invite member’

2. Enter the user’s email address

3. Select the user permissions settings

4. Click ‘Invite’

The user will receive an email to let them know they have been invited to join your organisation on Cimple.

To edit a user’s permissions on Cimple: 

1. Navigate to your organisation’s permissions using the steps above

2. Click on the drop-down list for the user you would like to edit. Find their name under Active Users

3. Select the new user permission settings for that person

4. This change will be automatically saved

To remove a user from your organisation on Cimple:

1. Navigate to your organisation’s permissions using the steps above

2. Click on the ‘Delete’ button to the right of the white box

3. This change will be automatically saved.
   
   

Note: The user removed will receive an email notification informing them that they have been removed from your organisation on Cimple. 

Accept or reject user invites

A new user can request to join your organisation once they have registered on the platform. All organisation admins will receive an email notification to inform them of any new invite requests, and these can be managed using the below steps: 

1. Navigate to your organisation’s permissions using the steps above

2. Under ‘Invited Users’, you will see all pending user requests

3. Select the permissions settings for the individual, then accept/reject as necessary

Note: Once the invitation has been accepted or rejected, the user will receive an email to confirm this.

Teams allow public sector buying organisations to structure their procurement activity more effectively especially helpful for larger organisations managing multiple categories or departments. By assigning users to specific teams, Cimple ensures individuals only see the procurements relevant to them, reducing confusion and keeping dashboards focused.

To create a team

1. Navigate to your organisation’s settings by clicking your name on the top right and select permissions

2. Select 'Teams' form the three tabs and click 'Create a team'

3. You can then give your team a name and a suitable description

4. Select the dropdown to add users to your team, you'll find all the member users of your organisation for this

5. Click on 'Save changes' to make sure your team is reflected across and notified to the appropriate users 

6. 
   

Key things to know:

• • Only Admins can create, view or delete teams

  • Admins are auto-assigned to every team within their organisation

  • Users can belong to multiple teams

  • Users will only see procurement activity related to the team(s) they belong to

  • Procurement notifications are sent to all users in a team

If a user isn’t assigned to a team:

They’ll see a restricted dashboard and the following alert:

“You have not yet been assigned to a team within your organisation. Please contact your organisation's admin to request access. You can view your organisation's admin in your organisation settings.”

This helps ensure that all procurement activity is permissioned correctly before users take any actions.

To delete a team

1. Navigate to your organisation’s permissions using the steps above

2. Select 'Teams' from the three available tabs

3. Click on the bin button next to the team you want to delete

4. A confirmation will show how many "live procurements" are linked to the team

5.  Once deleted:

•    The team name disappears from the team selector

•    Only Admins will be able to view associated procurements

6. This change will be automatically saved. 

Note: Only admin users of an organisation can delete or make changes to a team. 

Creating an opportunity as part of a team

1. When creating a procurement, users will be prompted to select a team

   • If you belong to only one team, it will default to that team

   • If you are not in any team, you will not be able to create opportunities

2. Admins can view all procurements, regardless of team

For more information on how to create an opportunity and details on each procurement type, please visit here.

Organisations can have multiple users associated to the account, all with different user permissions settings as outlined above. However, if you would like to change the organisation log in email, you can follow these outlined steps: 

1. Log in to Cimple with your current user email 

2. Invite a new user to your organisation (outlined above)

3. Accept the invite request with this new email and create a user account for this new user email 

4. Log in with the previous email and delete the user account you no longer want associated with your organisation 

Note: Once the above steps have been completed, all notifications will be directed to the new organisation email. If you require any help completing the above, get in touch with us for additional support.