How to add and remove team members

How to add and remove team members

How to add and remove team members

Adding and removing team members can only be done by the owner of an organisation. The owner of the account can visit their team settings page, by navigating to “Settings”, and then “Team”.  


From here, new users can be added easily by clicking “Add new user” and filling out their details. Team members can also easily be removed by deleting their entry from this page.  

Roles and access

Roles and access

Roles and access

With regards to Simply’s team management, three roles are currently recognised:

Owner: This role is given to whoever first creates the organisation that you belong to. An owner role has executive oversight of the account, has access to all conversation data from the other users under this organisation, and is the only one who can add or remove other users from the account. The owner role cannot be transferred easily, so please contact your Simply account representative in the event that you need to change the owner of your organisation.


Manager: A manager role can only be given by the owner of the account, either when sending the initial invite or in the team editing page of their settings. A manager role will also grant that user the ability to see all of the conversational data being processed by the entire account. This way, managers can track their employees conversations and usage.


Employee: The lowest role in the hierarchy is the Employee. Other than being given a licence to use the Simply dashboard, the employee has no other administrative privileges, and cannot see the conversational data from anyone else in the organisation. Only contacts can be synched with other employees, whenever a new contact is created and the optional “Share with organisation” setting is selected.

Plans usage and features

Plans usage and features

Plans usage and features

The Starter plan, priced at €29.95 per user per month (annual subscription), offers access to the Simply dashboard, cloud storage integration with Google Drive and One Drive, export to Word, simple conversation profiles, and 20 hours per month per license.


The Pro plan at €49.95 per user per month (annual subscription) builds upon the Starter plan, adding VOIP integration, mobile and desktop recording apps, advanced conversation profiles, faster processing, and doubles the monthly hours to 40 per license.


The Business plan, priced at €89.95 per user per month (annual subscription), encompasses all features from the Pro plan, while introducing CRM integration, personalized conversation profiles, priority processing, and increases the monthly hours to 80 per license.


The Enterprise plan includes everything from the Business plan, along with a custom-trained AI model, in-house training, premium support, enterprise-level security, and unlimited hours per license.

De Nieuwe Erven 12

5431 NT Cuijk
Netherlands | KVK: 89521811

info@simplybusiness.ai



De Nieuwe Erven 12

5431 NT Cuijk
Netherlands | KVK: 89521811

info@simplybusiness.ai


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