• 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. How to Create a Team Account Open your Dashboard and click Account in the left-hand toolbar. (https://storage.Few readers

• Make Account Collaborators

  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 Open your Dashboard and click AccountFew readers

• Set Up an Admin Account

  Make Account Collaborators The Admin Account feature lets you give a team member full administrative privileges, allowing them to create and manage other team accounts. Before you can set up an admin account, you need at least one team member added to your team account. (If you haven’t added team members yet, check out our Create a Team Account article.) How to Set Up an Admin Account Open your Dashboard and click Account in the left-haFew readers

• Transfer Accounts when an Employee Leaves

  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 Open your Dashboard and click Account in the left-hand toolbar. (https://storage.crisp.chat/users/helpdesk/website/-/b/a/9/a/ba9a701c45868800/framegenericlight-2025-08Few readers

• Bulk Manage your Simplebooklets Across Team Accounts

  Bulk Manage your Simplebooklets Across Team Accounts The Bulk Manage feature lets you quickly filter and manage Simplebooklets across linked team accounts. Instead of handling booklets one by one, you can transfer ownership, update visibility, add or remove tags, or even delete multiple documents all in one place. How to Bulk Manage Simplebooklets Across Teams Open your Dashboard On the right-hand side, click the Manage button.Few readers

• Use Advanced Search for Team Accounts

  Use Advanced Search for Team Accounts The Advanced Search feature makes it easier to find specific Simplebooklets across your team accounts. Instead of scrolling through all booklets, you can apply filters to quickly narrow down results. This is especially useful when you want to see the work created by individual team members. How to Use Advanced Search for Team Accounts Open your Dashboard Locate the search bar on the left-hand siFew readers