Home Simplified Spaces Admin | Team — Manage Team

Admin | Team — Manage Team

Last updated on Sep 25, 2026

Describes the Team section of the admin : Members and Roles.

Overview

  • Entry point: Main menu → Team.

  • Sub-sections: Members, Roles.

  • Members — manage staff/operator user accounts: invite, edit, deactivate, delete.

  • Roles — define named permission sets (what a role can view/add/edit/delete across modules) and assign them to members.

  • Members and Roles work together: every member is assigned one or more Roles, and a Role's permissions determine what that member can do throughout the app.

1. Members

Viewing the list

  • Search box: Search Members

  • Filters: Location (multi-select), Role (multi-select), Status (Active / Deactivated / Invitation Pending — Active + Invitation Pending shown by default)

  • Columns:

  • Name — avatar, name, assigned location(s) (shows "Multiple locations" if more than one)

  • Contact — email and phone, with a shield/check icon if email and/or SMS verification is enabled

  • Role — one or more role tags (colored)

  • Status — icon with tooltip: Active, Invitation Pending, Deactivated (shows who deactivated and when), Deleted (shows who deleted and when)

  • Row menu: Edit Member, Reset Password (not yet available), Deactivate, Delete, and Resend Invite (only shown while status is Invitation Pending). Menu is disabled for deactivated members.

Inviting a Member

  1. Click Invite Member.

  2. Fill in:

  • Profile photo (optional)

  • First Name* (letters only), Last Name* (letters only)

  • Email* (required, must be a valid email)

  • Phone Number (optional)

  • Location(s) — multi-select, which location(s) this member is tied to

  • Default Role* (required, multi-select — can assign more than one role)

  1. Click Send Invite — the member receives an invitation to set up their account; their status shows as Invitation Pending until they accept.

Editing a Member

  • Row menu → Edit Member → same form, pre-filled → button label changes to Update Member.

Resend Invite

  • Available only while a member's status is Invitation Pending — resends the invitation email/link.

Deactivate / Delete

  • Row menu → Deactivate — disables the member's access while keeping their record and history.

  • Row menu → Delete — permanently removes the member (confirmation required).

2. Roles

Viewing the list

  • Search box: Search Roles

  • Filter: Select Portal — Operator Portal (staff roles) or Member Portal (customer-facing roles)

  • Columns: Name (colored tag), Description, Members (count of people currently assigned this role)

  • Row actions: Edit, Duplicate (not yet wired up), Delete

Creating a Role

  1. Click Create Role.

  1. Fill in:

  • Role Name* (required)

  • Color tag (for visual identification in tables)

  • Description (optional)

  • Portal — choose Operator Portal (staff) or Member Portal (customer-facing role)

  1. Set Permissions* (required) using the permissions matrix:

  • Grouped into tabs by scope — for Operator Portal roles: Global Scope (org-wide permissions) and Location Scope (permissions limited to specific locations); for Member Portal roles: User Scope and Store Scope.

  • Each tab shows a tree of modules/sub-modules (e.g. Locations, Bookings, Tickets) with columns for each action type (e.g. View, Add, Edit, Delete).

  • Check individual module+action boxes, or use the column header checkbox to grant/revoke an entire action across all modules in that scope at once.

  • A running count shows how many permissions are selected out of the total available.

  1. Click Save.

Editing a Role

  • Row menu → Edit → opens the same form, pre-filled with the role's current name, description, color, portal, and permission matrix → update and Save.

Duplicating a Role

  • Row action exists in the menu but is not yet functional in this build.

Deleting a Role

  • Row menu → Delete → confirmation required → role removed. (Roles still assigned to members should be reassigned or unassigned first — check member count before deleting.)

General Notes

  • A member can be assigned multiple roles; access is the combination of all assigned roles' permissions.

  • Role permissions are scoped — Operator Portal roles control what staff can do across the whole org (Global Scope) or within specific locations (Location Scope); Member Portal roles control what end-customers can do for themselves (User Scope) or their company (Store Scope).

  • Every Delete action requires confirmation before it takes effect.

  • What a specific admin can see or do in the Team section itself is also governed by their own assigned role's permissions.