Make Account Collaborators

The Account Collaborators feature lets you give team members access to each other’s dashboards and Simplebooklets, so multiple people can work together seamlessly. Before you can set up collaborators, you need at least two team members added to your team account. (If you haven’t added team members yet, check out our Create a Team Account article)

How to Create a Team Account

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

2. Select Team Account.

3. Go to either the Full Feature Team Accounts section or the Read-Only Team Accounts section and locate the team member you want to grant collaborator access to.

4. In the Account Actions section for that team member, select the Collaborate with another account option.

5. Check the boxes next to the team members they should be able to access and edit. Changes are saved automatically.

6. Once collaboration access is granted, users can switch between accounts by clicking their username and email in the top right corner of their Simplebooklet dashboard. All selected team members now have access to manage dashboards and Simplebooklets as configured.

Updated on: 19/08/2025