Inviting staff members and users

• Inviting users (learners)

  Users join your organisation through invite links. These can be shared manually (e.g. via LMS or intranet) or sent by email directly from SimChat. When a learner uses an invite link, they will: Create a SimChat account   Be automatically associated with your organisation   Be added to a group if your invite link is linked to one   Creating an invite link Go to Settings → User invites   Select New invite   Name the invite (e.g. “Year 2 medical students”)Few readers

• Inviting administrators and authors

  Staff members are invited individually by email. Only owners and administrators can invite new staff. How to invite staff Go to Settings → Staff   Select Invite staff   Enter one or more email addresses   Choose the role: Administrator or Author   Add a custom message (optional)   Select Send invitations Inviting staff members (https://storage.crisp.chat/users/helpdesk/website/-/7/4/4/c/744ca0233623cc00/simchat-invite-staff-members8e4ir3.png =60Few readers

• Understanding roles in SimChat

  SimChat distinguishes between two main types of roles: staff members and users. Each role has different permissions and access levels. Staff members Staff members manage the organisation and create content. They include: Owners – full control of the organisation, including billing and settings Administrators – manage staff, user groups and access control Authors – create and edit scenarios Users Users are the learners who practise with your scenFew readers

User groups

• Creating and managing user groups

  User groups help you organise users and control access to scenarios and collections. Groups are useful for: Organising users by cohort/module (e.g. “2025 intake”) Restricting scenarios for selected groups of learners Creating a group Go to Groups in the sidebar Select Create group Name your group (e.g. “Cohort 2025”) Save the group CreaFew readers

Removing users

• Removing users from your organisation

  SimChat allows you to manage users by deactivating or permanently deleting accounts. Deactivating users Deactivation removes a user’s access to your organisation without deleting their data. Deactivated users: Cannot log in or use any scenarios   No longer count towards your plan limits   Can be reactivated at any time   How to deactivate users Go to Users in the left sidebar   Choose the Deactivate user button You can also deactivate multiple users at onceFew readers

User activity

• Reviewing user activity and transcripts

  You can review all user activity in your organisation from the Activity section. This helps you monitor engagement, assess learner performance and access individual conversation transcripts. Reviewing conversations The Activity page lists every conversation, including: The scenario used The interaction mode (text, voice or video) The date and time The user who completed it You can: Open individual transcripts Leave feedback for learners Bulk downloadFew readers