Adding & Removing Users on Simvoly | OpsBlu Docs

Adding & Removing Users on Simvoly

Adding & Removing Users on Simvoly — setup, configuration, and best practices for Simvoly.

Simvoly is a hosted website builder that manages team access through its dashboard. It supports two user categories: team members who can edit and manage websites, and client sub-accounts for white-label agency management. User management happens entirely through the Simvoly dashboard UI.

How Simvoly User Management Works

Simvoly's access model is straightforward:

  • Account Owner -- Full control over billing, websites, team, and settings
  • Team Members -- Invited collaborators with configurable access to specific websites
  • Client Sub-Accounts (White-Label plans only) -- Separate login portals for agency clients
  • Membership Site Users -- Front-end users who register for gated content areas

Team member access and permissions depend on your Simvoly plan. The Pro and Business plans support team collaboration.

Adding Team Members

  1. Log in to your Simvoly dashboard at https://app.simvoly.com
  2. Click your profile icon in the top-right corner
  3. Select Team from the dropdown menu
  4. Click Invite Member
  5. Enter the team member's email address
  6. Select the websites they should have access to (you can grant access to all or specific sites)
  7. Set their permission level:
    • Admin -- Can manage all websites, funnels, and settings (excluding billing)
    • Editor -- Can edit website content, pages, and blog posts
    • Viewer -- Read-only access to the website builder
  8. Click Send Invite

The invited user receives an email with a link to accept the invitation. If they do not already have a Simvoly account, they will be prompted to create one.

Managing Website-Specific Access

After adding a team member:

  1. Go to Team in the dashboard
  2. Click the team member's name
  3. Under Website Access, toggle individual websites on or off
  4. Click Save Changes

This is useful when you have multiple client websites and need contractors to access only their assigned projects.

Adding Client Sub-Accounts (White-Label)

For agencies using Simvoly's white-label features:

  1. Navigate to White Label > Clients in the dashboard
  2. Click Add Client
  3. Enter the client's details:
    • Name and Email
    • Custom domain for their login portal (e.g., clients.youragency.com)
  4. Assign websites to the client account
  5. Set what the client can manage:
    • Edit pages and content
    • Manage blog posts
    • View analytics
    • Manage forms and submissions
  6. Click Create

The client receives login credentials for their white-label portal.

Adding Membership Site Users

For membership or gated content areas:

  1. Open the website in the Simvoly editor
  2. Navigate to Membership in the left sidebar
  3. Click Members
  4. Click Add Member
  5. Enter the member's email and name
  6. Assign them to a membership plan (free or paid tiers you have configured)
  7. Click Add

Programmatic member creation via Simvoly API:

# Create a membership user via Simvoly API (if API access is available on your plan)
curl -X POST "https://app.simvoly.com/api/v1/sites/{site_id}/members" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "member@example.com",
    "name": "Jane Member",
    "plan_id": "plan_abc123",
    "password": "MemberPass123!"
  }'

Bulk User Management

Simvoly does not provide a CSV import for team members or membership users through the dashboard. For bulk operations:

Bulk Membership Import via API

// Node.js script for bulk membership user creation
const API_KEY = 'your_simvoly_api_key';
const SITE_ID = 'your_site_id';
const PLAN_ID = 'your_plan_id';

const members = [
  { email: 'user1@example.com', name: 'User One' },
  { email: 'user2@example.com', name: 'User Two' },
  { email: 'user3@example.com', name: 'User Three' },
];

async function createMember(member) {
  const response = await fetch(
    `https://app.simvoly.com/api/v1/sites/${SITE_ID}/members`,
    {
      method: 'POST',
      headers: {
        'Authorization': `Bearer ${API_KEY}`,
        'Content-Type': 'application/json',
      },
      body: JSON.stringify({
        email: member.email,
        name: member.name,
        plan_id: PLAN_ID,
      }),
    }
  );
  const data = await response.json();
  console.log(`Created: ${member.email} - Status: ${response.status}`);
  return data;
}

async function bulkImport() {
  for (const member of members) {
    await createMember(member);
    // Respect rate limits
    await new Promise(resolve => setTimeout(resolve, 500));
  }
}

bulkImport();

Bulk Team Invitations

Team invitations must be sent one at a time through the dashboard. For agencies managing many collaborators, maintain a spreadsheet of team members and their website assignments, then invite them sequentially through the Team settings.

Removing and Deactivating Users

Removing Team Members

  1. Go to Team in the dashboard
  2. Find the team member in the list
  3. Click the three-dot menu next to their name
  4. Select Remove from team
  5. Confirm the removal

The removed team member immediately loses access to all websites in your account. Their personal Simvoly account remains active for their own projects.

Removing Client Sub-Accounts

  1. Navigate to White Label > Clients
  2. Click the client's name
  3. Click Delete Client
  4. Choose whether to:
    • Transfer their websites back to your main account
    • Delete their websites entirely
  5. Confirm

Removing Membership Users

  1. Open the website editor
  2. Go to Membership > Members
  3. Find the member
  4. Click Remove or Deactivate

What happens to their content:

  • Team members do not own content -- all website content belongs to the account owner. Removing a team member has no effect on site content.
  • Client sub-account websites can be preserved or deleted during removal.
  • Membership users lose access to gated content. Their form submissions and any e-commerce purchase history remain in the system.
  • Blog comments (if enabled) from membership users remain visible.

Deactivating vs. Deleting Membership Users

Simvoly allows you to deactivate membership users without fully deleting them:

  1. In Membership > Members, click the member
  2. Toggle Active to off
  3. Save

The member cannot log in or access gated content, but their account data is preserved for potential reactivation.

SSO and Enterprise Authentication

Simvoly does not natively support SAML, LDAP, or OpenID Connect for team or admin authentication. All team members log in via Simvoly's standard email/password authentication.

For membership sites, Simvoly supports:

  • Social login (Google, Facebook) for membership registration
  • Custom registration forms embedded in landing pages
  • Zapier integrations to sync membership signups with external identity systems

For enterprise teams requiring SSO, consider placing Simvoly behind a reverse proxy with an identity-aware access layer (e.g., Cloudflare Access) for an additional authentication step.

Access Audit Checklist

  • Review the Team page quarterly to verify all members still need access
  • Check website-level access for each team member to ensure least-privilege
  • Review White Label > Clients for inactive client accounts that should be archived
  • Audit membership user lists for expired or inactive subscribers
  • Verify that removed team members' email addresses are not still listed on any shared resources
  • Check Simvoly billing to ensure team member count matches your plan limits
  • Document all team access changes, especially for agency contractor rotations
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