Simpli5® Account Administration
All administration functions in Simpli5® are located under the Administration page, only available to Account Administrators. These functions are listed below and are covered in different articles in the knowledge base.
If you’re looking for information on the standard functions available to all members of your organization, refer to these different articles of the knowledge base: I need help with the... My 5 Dynamics, Network, or Teams pages.
The primary functions you can perform as an Account Administrator are to:
- Invite New Members to your organization,
- Remove Members who are no longer connected to your organization,
- Designate Teams as Public to the entire network,
- Share Content Modules with specific members.
Administration Main Page
The main Administration page is where you can see basic information about your organization, add new
people or remove them from your organization, and manage content modules.
Organization Summary Panel
The Organization Summary panel shows the organization's name and logo, the account type, total number of members, number of licenses available and total licenses allocated, and the total number of teams published in your organization.
Below this summary are two buttons which will open the corresponding content in
the main panel: People and Content Modules. The People panel opens by default.
The People panel
is where to go to add new people to your organization using the Invite People button in the top-right
corner. Full details on this function are provided in the article Managing Members.
The People panel
is further divided into three lists: Members, Sent Invitations, and Groups.
- The Members list shows everyone who is currently connected to your organization. The Delete link (to the right of each
person’s name) will permanently Remove
Members from your
- The Sent
Invitations list is where you can Review
Sent Invitations pending for the
organization. The Resend Invitation link provides a manual option to email a reminder invitation to a person, and the minus (-) button allows you to invalidate an invitation.
- The Groups list shows all groups of people invited at the same time to join the
organization. From this list you can Review
or Edit a Group Invite, including the
frequency of automatic email reminders.
Content Modules Panel
Content Modules panel is where to go to assign special content bundles to specific members of your organization. Currently, all Simpli5 content is made available to all members by default, so there is no action to be taken for Account Administrators. When special content becomes available in the future, instructions will be provided.
Welcome to Simpli5® Account Administration!
Account Administrator Role You have been designated as an Account Administrator for your organization. This role empowers you to the day-to-day administration, namely: inviting new people, sending or scheduling reminder invitations, and removing any ...
I need help on the My 5 Dynamics page
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Token Administration General
For basic information about the purpose of tokens, see Tokens General FAQ. The Token Administration page has been added to the Simpli5 menu. This page is available by default to all Account Administrators and to anyone else in your org who has been ...
Tokens General FAQ
What are tokens and why do I want them? Sometimes you may want to confirm the 5 Dynamics energies of someone outside your organization without using a full Simpli5 license or without giving the person visibility to your org and those within it (and ...
I need help creating or updating a team
Teams Main Page No matter your role in the organization or what type of team you find yourself on, you have the ability to create a team profile and view additional information on how that combination of people will work together. The Teams main page ...