Where do I add a new user?
Go to Settings, then Manage Users and Roles. The option to add a new user is in the upper-right corner. ▶ Add Users and Roles — 0:20
What are the three tabs on the Manage Users and Roles page?
Active lists your current users, Deleted lists users you have removed, and Roles lists every role available in your account. ▶ Managing Users and Roles — 0:21
Can one person be both a sub-user and a driver?
Yes. When adding a user you choose sub-user, driver, or both. Only sub-users are given roles. ▶ Managing Users and Roles — 1:20
How do I create a new role?
Open the Roles tab, click Add Role in the upper-right corner, enter the role name, and click Save Changes. ▶ Managing Users and Roles — 1:36
Is there a limit on how many roles I can create?
No. You can add as many roles as you need. (Day 4 Webinar, Sept 11)
Why can't I delete a role?
The Acquisition Manager and Lead Manager roles cannot be deleted. They are attached to default KPIs and system settings. ▶ Managing Users and Roles — 1:52
How do I delete a role?
Hover over the date in the Added On column and click the trash icon. You will be asked to reassign users to another role, then click Remove Role. ▶ Managing Users and Roles — 2:18
Why am I asked to reassign users when nobody has that role?
The prompt appears every time, whether or not anyone is assigned. Pick any role to continue. ▶ Managing Users and Roles — 2:36
What is a driver, and how is it different from a regular user?
A driver has no CRM access. They can only use the Driving for Dollars feature on the mobile app, and you do not need a separate account for them. ▶ Add Users and Roles — 1:01
The role I need isn't in the list. Can I create my own?
Yes. You can add a unique role during the role step and assign it to that user. ▶ Add Users and Roles — 1:38
Is there a faster way than setting every permission by hand?
Yes. Click the profile of an existing user who already has the right access, and REsimpli copies their permissions across. ▶ Add Users and Roles — 2:05
Can I limit which leads a user can see?
Yes. All leads, all leads in selected campaigns, all leads in selected pipelines or statuses, or only the leads assigned to them. ▶ Add Users and Roles — 3:54
Who can see the billing section?
The main account user only. (Day 4 Webinar, Sept 11)
My new user wasn't added. What happened?
A one-time code is sent to the main user's email address, not the new user's. The user is not added until that code is entered. ▶ Add Users and Roles — 6:59
How do I delete a user?
Go to Settings, then Manage Users and Roles, and click the trash icon next to that user. ▶ Delete Sub-Users — 0:20
What happens to a deleted user's leads and tasks?
During deletion you can reassign their tasks, leads, and automations to someone else, then click Confirm Reassignment. ▶ Delete Sub-Users — 0:32
Where do deleted users go?
They move out of your active users and into the Deleted list. ▶ Delete Sub-Users — 0:57
6.0 Launch Webinar Q&A
From the New REsimpli Live Unveiling sessions, September 8–11, 2026.
Can I control which users see which Inbox conversations?
Yes. Inbox access can be granted per phone number, so a user only sees the conversations for numbers they have access to. This addresses dispo and transaction coordinator messages appearing in everyone's inbox. (Day 1 and Day 2 Webinars)
Can I give someone Driving for Dollars access without CRM access?
Yes. You can grant driver-only access, or driver plus user access. Driver-only can be given to people outside your team entirely, such as contractors or gig drivers. (Day 1 and Day 3 Webinars)
Can more than one person hold the same role on a lead?
Yes. You can assign multiple people to any role, and create custom roles such as social media manager or ads manager. (Day 1 Webinar, Sept 8)
Can different roles be assigned at different pipeline stages?
Yes. For example only a Lead Manager is assigned when a lead is created, an Acquisition Manager is added at Appointment Set, and Dispo or TC at Under Contract. (Day 1 Webinar, Sept 8)
Can an owner or admin log into another user's account?
No. Two-factor authentication prevents it. (Day 4 Webinar, Sept 11)
Can I give my accountant access without it counting against my user seats?
Not at launch. This was requested by many investors and is being built, but Sharad confirmed it will not be live when 6.0 goes live on September 12. (Day 2 Webinar, Sept 9)