Create a Team Account

When an employee leaves your team, you can transfer all their Simplebooklets and Collections to another team member’s account. This ensures your content stays within your organization and prevents any disruption to your workflow.

How to Create a Team Account

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

2. Select Team Account.

3. Click the Transfer Accounts button on the right-hand side. An Account Transfer pop-up will appear.

4. In the pop-up, select the account you want to transfer from and the account you want to transfer to:

• Transfer From: Use the dropdown menu or search to select the source account.

• Transfer To: Use the dropdown menu to select the destination account.

5. Once you’ve selected both accounts, click Transfer.

6. A confirmation message will appear, showing how many Simplebooklets and Collections were transferred.

7. Your team member’s content is now successfully transferred, and the destination account has full access to the Simplebooklets and Collections.

Updated on: 12/09/2025