How to Manage User Access and Permissions in REsimpli
Step 1: Open the Manage Users Page
Go to Settings in the lower-left corner, then select Manage Users.
Step 2: Select the User
Click the user’s name or the Pen/Edit icon in the Actions column.
Step 3: Configure Role Assignments
Under Role Assignment, choose:
User roles
Markets the user can access
Campaigns the user can access
Only checked markets and campaigns will be accessible to the user.
Step 4: Set Lead Permissions
Configure:
Lead access type (All Leads or Assigned Leads Only)
Access level (View Only or Full Access)
Permissions by lead status
Step 5: Configure Module Permissions
Under Module Permissions, enable or restrict access to specific modules and features within REsimpli.
You can assign:
Full Access
View Only Access
No Access
Step 6: Save the Permission Changes
Click:
Save Module Permission
Save User
Permission updates are applied in real time.
Step 7: Contact Support if Needed
Use the Help Desk icon for live chat, email, SMS support, or to schedule a support call.