🐢 You are reading The Long Start — Module 8 of 10
This is the admin module. If you're a supervisor who just uses the tools, you can probably skip this. If you're the person who sets things up for everyone else, this is your module. Missed Module 7?
Why This Stuff Matters
This module covers the features that the average user never thinks about — until they don't work. Roles, permissions, templates, billing, settings — it's the plumbing of the platform. And just like plumbing, when it's set up right, everything flows smoothly. When it's not... well, you know.
Roles & Permissions — Who Sees What
Where to find it: Team Management
Every person in SymplProcess has a role. Your role determines what you see and what you can do. Here's the full breakdown:
| Role | What They See | What They Can Do | Who This Is |
|---|---|---|---|
| Org Admin | Everything — all facilities, all data, all users, all settings | Create/edit process templates, manage users and roles, configure billing, set org-wide validation rules, create facilities | The person who "owns" the account. Usually a director, plant manager, or IT lead. |
| Manager | Team reports (filtered by their assigned supervisors), dashboards, analytics, action items, trends | View and search reports, track action items, run analytics, export data, manage their team | Operations managers, shift managers, production managers — people who need data from multiple supervisors. |
| Supervisor | My Day, their own shift reports, action items assigned to them, their shift data | Enter headcount, use auto-assign, create shift reports, complete action items, run audits | The person on the floor running the shift. They see what they need, nothing more. |
Why Role-Based Access Matters
Three reasons:
- Simplicity. A supervisor doesn't need to see the billing page, the admin panel, or facility-level analytics. Showing them everything would be overwhelming. Showing them only what they need makes the tool instantly usable — zero training required.
- Security. Not everyone should be able to change process templates, delete reports, or modify billing. Roles prevent accidental (or intentional) changes by people who shouldn't have that power.
- Focus. When you open SymplProcess, you see exactly what's relevant to YOUR job. A supervisor sees a checklist. A manager sees dashboards. A director sees trends. Nobody has to navigate a complex menu to find their stuff.
Team Management
Where to find it: Team Management
What it is: The screen where you add people, assign roles, and organize your team.
What You Can Do
- Invite team members — send email invitations. They sign up with Google OAuth (one click).
- Assign roles — set each person as Supervisor, Manager, or Org Admin
- Assign to facilities — if you have multiple sites, assign people to specific facilities
- Manager-supervisor mapping — define which managers oversee which supervisors. This controls the Manager View filter.
- Deactivate users — remove access without deleting their historical data
Admin Templates — One Standard for Everyone
Where to find it: Admin Templates
What it is: Locked process templates that org admins create and push to all facilities. When a supervisor at any site starts a new process plan, they start from the admin template. They can't modify the locked parts — only add their specific data.
Why This Exists
Without admin templates, every facility builds its own process model differently. Site A calls it "Receiving." Site B calls it "Inbound." Site A uses one set of process steps. Site C uses different steps with different names. Now try to compare KPIs across sites — it's apples to oranges.
Admin templates enforce consistency. Every site uses the same streams, same step names, same structure. KPIs mean the same thing everywhere. Benchmarking becomes meaningful. One source of truth = one set of standards = real cross-site comparison.
How It Works
Saved Templates (Personal)
Where to find it: Saved Templates
What it is: Your personal library of process templates that you've saved for reuse. Different from admin templates (which are org-wide and locked). These are your own templates that you can create, modify, and use however you want.
Use case: You set up a great process model for your area. You want to use it as a starting point next time you set up a similar area, or share it with a colleague. Save it as a template. Clone it later. Easy.
Multi-Facility Management
Where to find it: Facility Hub + Facility Setup
What It Is
If your organization has multiple sites — Plant A, Plant B, Distribution Center C — you can manage them all under one account. Each facility is its own world (its own process models, reports, teams), but the org admin can see across all of them.
What You Get
- Facility Hub — see all your facilities in one view. KPIs per facility. Quick navigation.
- Facility Setup — configure a new facility: name, location, shifts, zones for audits.
- Cross-facility analytics — compare OEE, throughput, schedule adherence across sites
- User assignment — assign people to specific facilities. A supervisor at Plant A only sees Plant A data.
People Hub
Where to find it: People Hub
What it is: A directory of everyone in your organization with their roles, facilities, and contact info. Think of it as a simple team roster — who's who, where they work, and what they do.
Training & Onboarding
Where to find it: Training
What it is: An onboarding tool for getting new team members up to speed. Guided walkthroughs of the platform, role-specific training paths, and links to relevant learning guides.
Why it matters: When you add a new supervisor to the system, they need to know how to use My Day, fill out a shift report, and run auto-assign. This module walks them through it step by step so you don't have to explain it five times.
Billing
Where to find it: Billing
What it is: Subscription management powered by Stripe. View your current plan, upgrade, downgrade, update payment methods, and see billing history.
What you'll see: Your current plan, next billing date, payment method on file, invoice history, and buttons to change plans. Pricing is covered in detail in Module 10.
Settings
Where to find it: Settings
What it is: User-level and org-level preferences. Profile info, notification preferences, display settings, and org configuration.
Feedback
Where to find it: Feedback
What it is: A direct channel to tell the SymplProcess team what you think. Feature requests, bug reports, complaints, praise — all welcome. This is how the product gets better. Real users telling us what they actually need.
Summary: The Admin Checklist
If you're setting up SymplProcess for your organization, here's your to-do list:
What's Next?
Module 9 covers the Learning Library — 111 free guides, 109 pro demos, 14 categories, guided learning paths, and how to find exactly the right content for your role. It's our free education platform and it's massive.
Continue to Module 9: The Learning Library →
← Back to The Long Start · Module 8 of 10 · ← Module 7
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