Articles on: Team Accounts

Create a Team Account

Create a Team Account


Team accounts allow you to collaborate with others on your Simplebooklet projects. Whether you're working with a small team or a larger organization, a team account gives you the ability to add multiple users and assign specific roles to them. Here’s how to create and manage team accounts in Simplebooklet.


Available on the Business plan.


How to Create a Team Account


  1. Open your Dashboard and click Account in the left-hand toolbar.



  1. Select Team Account.



  1. In the Add Team Member section, enter the name, email, and password for the new team member. You can also toggle the Read-Only option to grant view-only access.



  1. Click the Add button to add the team member to your account.



  1. After adding a team member, their name will appear in one of two lists:


  • Full Feature Team Accounts: These accounts have full access to your Simplebooklet.



  • Read-Only Team Accounts: These accounts have restricted, view-only access.



  1. For each team member, you can view their name, email, and opens (the number of times they’ve accessed the booklet).


  1. Under Account Actions, you can:


  • Open their Dashboard: Access the user’s dashboard directly.



  • Collaborate with another Account: Work together on shared projects.



  • Adjust Settings: (We'll cover this in the next step)



  1. If you’re adjusting your settings, you have the option to:


  • Change or update their password: Enter the new password, confirm the new password, then click Update Password.



  • Toggle on Read-Only and/or Admin permissions: Allow the user to view the booklet only, with no editing capabilities (Read-Only), or grant them admin privileges.



  • Limit the number of Simplebooklets they can activate: Toggle on Enforce Simplebooklet Limit, enter a number in the box provided, then click Set Limit.



  1. If needed, you can Delete the team member’s account by selecting the Delete option.



  1. Once you’ve made all the necessary adjustments, your team account is set up and ready to go! You can now manage your team and collaborate seamlessly within your Simplebooklet account.

Updated on: 19/08/2025

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