SimplySub security groups help subcontractors manage who can access different parts of the system without making permission setup overly complicated. Teams can start with built-in role templates, then adjust access as needed.
What this Feature Spotlight covers
This video walks through how security group management works in SimplySub.
- Reviewing the default security groups included in SimplySub
- Creating a new security group for a specific team or role
- Applying a role-based permission template
- Viewing which permissions are granted or excluded
- Adjusting permissions to match your company’s workflow
- Using Select All when a group needs broader access
- Assigning users to a security group
Why it matters
Subcontractors often need different levels of access for office staff, crew leaders, field staff, and administrators. A crew leader may need to view job assignments, while only certain users should be able to add, edit, or remove important records.
Security groups give teams a practical way to control access without creating confusion. Instead of managing every user from scratch, SimplySub lets you start with a template and make small adjustments from there.
Built to stay simple
Permissions can get complicated quickly, so SimplySub keeps the workflow plain-English and role-based. You can create a group, apply the closest template, review what is included, and fine-tune the permissions that matter to your team.
Once the group is ready, assigning users is straightforward. Select the crew members or staff who belong in that group, save the changes, and their access follows the permissions you set.
Keep exploring
Learn more about SimplySub features, browse more Feature Spotlights, or book a demo to see how SimplySub helps subcontractors manage jobs, teams, and permissions in one simple platform.