Heads up! We just made some big improvements to Simplero, and a lot of the videos and screenshots here aren't updated yet.

How To Guides

Current Lesson
Course Content
Course Content

Account Administrators

Adding an Administrator

  1. Select Settings from your Simplero Dashboard
  2. Select Administrators tab


  3. In the upper right corner, select the + Add an Administrator button

    Add_an_administrator_button
  4. Follow the onscreen prompts to add an administrator

    Invite_an_administrator_screen
    • Email (the email of the person you wish to be an Administrator)
    • A personal message (type a message if you wish)
    • Permission level (Admin permissions or Basic permissions)
    • Select the Send invitation button when completed
  5. Your contact will then receive an email to accept your invitation. If their email is already associated with a user ID, or they are logged into Simplero they will be given the option to use that ID. If not or they prefer not to, they will be able to create a new user ID. 
    image.png 

Removing an Administrator

  1. Select Settings from your Simplero Dashboard
  2. Select Administrators tab


  3. Locate the person you want to remove, select their name, and click the Trash Can icon at the top that says "Kick"



Admin Access without Access to Financials

You can add administrators to your account and not give them the keys to the entire store.

The intention of this function is to be able to invite people to work for you without them being able to see how much money you're making. I know a lot of how you may feel uncomfortable sharing this information with your VA for example.

This role will still be able to manage purchases and pay out affiliates, and if they're really keen to know, they can still add up all the numbers themselves, but we don't show them all the aggregates and the things that make it easy to see how much you're making.

There are two levels of permissions:

  1. Admin -  can do everything
  2. Basic - Can't see your financial data

How do you do it?

  1. Select Settings from your Simplero Dashboard
  2. Select the Administrators tab



  3. Select the user you want to manage permissions by clicking their name.
  4. Check the relevant boxes and click the Save changes button

    Manage_admin_permissions_screen

If Admin privileges are checked, you will not see the option "Can see financial data". First, unselect admin privileges to remove access to viewing financial data. 

Last updated 20 Oct 2020.