Who Is This For?
QA Administrators / System Admins — configuring licenses, modules, and governance
People Managers / Process Owners — deciding who needs access to what
Power Users / SMEs — validating access against operational needs
How to Do It?
Step 1: Understand the two-tier access model
SimplerQMS controls access at two levels that work together:
User roles (license type) – broad capabilities (Full, Standard, Light, Free)
Module-based permissions – fine-tuned access to product areas (e.g., Document Control, Change Control, Training)
❗ Compliance reminder: Grant the minimum necessary access to perform job duties (least privilege).
Step 2: Review user license and module-based permissions
License Types
User roles are tied to license types in SimplerQMS, and each license type unlocks specific capabilities. The table below outlines the access granted based on each license type:
Product Area | Action | Full | Standard | Light | Viewer |
Document Control | Create and edit documents | x | x |
|
|
| Sign & Approve documents | x | x | x |
|
Change Control | Create and edit change requests | x | x |
|
|
| Sign & Approve change requests | x | x | x |
|
Training | Create and edit Training rules | x | (x) |
|
|
| Complete Training (Read & Sign) | x | x | x |
|
Actions | Create & Complete Actions | x | x | x |
|
Search & View | Search and view documents & records | x | x | x | x |
Analytics | View analytics data and reports | x | (x) |
|
|
Settings | Create & Manage Types, Processes, Tags, Change Control Settings | (x) | (x) | (x) |
|
📝 Notes:
Settings visibility depends on specific admin permissions assigned to the user or group.
Licenses can be managed by the your designated SimplerQMS administrators. These administrators can change the users license type (if there is a promotion/demotion) and reassign the two (2) additional flex modules that each Standard user is assigned.
Module-Based Permissions
Modules refine what a user actually sees and can do inside the app—even with a Full license.
Document Control – allow Create/Edit documents
Change Request – allow Create/Edit change requests
Training – allow View/Create/Edit training records
Analytics – allow viewing dashboards and reports
💡 Note: Both License Type and Module Permissions can be configured under Settings → Users, and only the Administrator has access to do so.
📎 Reference: Managing users and access
Tips
💡 Apply least privilege: start restrictive and add access only when justified.
💡 Re-check access after role changes (promotion, department move, project assignment).