Create Your Team
What are Teams?
If you have a Clinic Subscription, you can utilize Teams to organize Staff accounts, usually into departments or locations. You can create as many Teams as you need.
Think of Teams as a way of controlling who has access to shared information in SimpleSet. Staff on the same Team can easily share clients, custom exercise programs, custom outcome measures and custom educational content.
Note: To share information between Teams use Organizational Sharing
Creating a Team
1. Use the Manager Portal to create and manage teams.
2. Select the "+ Team" button
The Wizard will guide you through the next steps...
3. Choose a name for your Team:
For example: A location, a department, etc.
4. Add Team branding:
Branding appears in every email you send to Clients, on exercise handouts and in their Exercise Portal.
6. Finally, click "Done"
Your Team is now created!
Now that you have a new Team, you will need to add some Staff. To learn how to add Staff to your Team see: Invite Staff
Default Sharing Permissions
Each new Team is assigned a default set of permissions. You can access these by clicking "Team Settings" in the top right portion of the screen
By default, newly created Teams have the following permissions:
Staff accounts added to a Team automatically inherit the Team permissions. You can set these default permissions and can override any permission on a per-Staff basis as needed.
Team Sharing permissions control the type of information Staff on the same Team can share with each other - Exercises, Templates, Education, Outcomes and Clients. The default settings allow Staff to share everything. To provide "View Only" permission or to disable a permission altogether, click "Edit".
- "Swap Accounts" allow Staff to quickly "swap" between accounts without logging out then back in. This can be useful when multiple Staff are working on a shared computer.
- "Client Manager" enables the Client Manager to be visible inside the Staff account. If you do not want Staff to be able to save Client information, turn this permission off.
- "2FA" permission adds an additional security step to the login process for Staff accounts. If logging in from an unrecognized network address (like at home or at a coffee shop), the Staff member will receive an email containing a 6 digit code to enter and verify their identity.
Transferring a Staff Member to another Team
When you invite a Staff Member to join SimpleSet, they are automatically assigned to the Team you specify. You now have the ability to add a team member to multiple teams as well as remove them from a Team that they no longer belong to. To do this, see below:
1. In the Manager Portal, access the Users area.
2. Click on the Staff member you want to make changes to and use the "+ Join Team" option to add the staff to as many Teams as you need. If you accidentally add them to the wrong Team or they have moved Teams, you can use the "- Leave Team" to remove them from a Team.
Pro Tip: If you remove staff from a Team, they will no longer be able to see shared content such as Exercises, Templates and Education that are shared only with that Team
3. Whether you are adding or removing a Staff member, you will be prompted to confirm.
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- If you are removing a Staff Member from a Team and they have Clients associated with them, you will be asked which other Staff member you want to transfer the associated Clients to.
Pro Tip: If the Staff member needs to maintain access to some or all of these Clients, please reach out to our Support Team for assistance at support@simpleset.net.