Create Your Team
What are Teams?
Teams are used 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. To create a Team, head to the "Teams" tab at the top.
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
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 can move Staff to different Teams at any time. To do this:
1. Click on the name of the Staff Member, and select "Change Team" from the dropdown.
2. Click on the Team you want to move the Staff Member to.
3. You will be asked if you want to transfer the Clients associated with the Staff Member to the new Team, or if you want to keep the Clients on the old Team.
4. If you opt to keep the Clients on the old Team, you will be prompted to choose a new Staff Member to assign the clients to.