Each staff member using SimplifyPI should have their own account. This will help you in assigning tasks to other office members, adding case managers to better distribute the case load and also in keeping track of who made what changes on a case.
1. Click your name in the upper right corner of the screen.
2. Click “Users“.
3. Click the “Create User” button.
Note: Only users with the role “User Admin” or “Group Admin” can create other users, so if the button is not visible to you, please request from a staff member who is a “User Admin”/”Group Admin” that your role be changed.
Click here for a breakdown on the user roles and the different permissions associated with them.
4. Fill in the fields and click “Submit.”
Click here to learn how to remove users.
