How to See Your Account Overview

Updated on 30 Sep 2022

Simplero makes it easy to keep track of all of your account information in one place. 

From any screen in Simplero, you can access your Account Overview. Simply click on your picture/name located at the top right corner of your Simplero Dashboard.

When you click on your picture/name, a menu will appear, and you can select:

  1. Your Profile 

  2. Your Account (see below for details)

  3. Your Organizations (other Simplero accounts you have access to)

  4. Your Purchases

  5. Log Out


When you select Your Account, you'll be taken to your Account Dashboard, which looks like this: 

Simplero_Account_tab









From your Account Dashboard, you can access: 

  • Your Simplero Accounts - This is where you can access any Simplero accounts you own or are an Administrator of.

  • Simplero Account Admin - If you're an Administrator of an account, you'll see the blue "Admin" button next to the account name, like this: 


  • Your Products - This is where you'll see any Membership Sites that you're a member of.

    Your_Membership_Sites

  • Your Worksheets (under Your Products) - This is where you can view your responses to worksheets you've completed for any Simplero site.

    Your_Worksheet

  • Your Purchase History - Through your purchase history, you can manage and view any product purchases made in Simplero.

  • Affiliate (when applicable) - If you're a part of our affiliate program, this is where you can see the details of your affiliate arrangements with Simplero accounts.

You can also manage your Profile and Log Out from this screen.

Several of the above options, like Purchases and Affiliate, can also be accessed from the Account Dashboard


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