SimplerQMS

Manage User access and configure system settings.

Setup

Set up Microsoft Entra ID (Azure AD) Single Sign-On (SSO) so your organization can access SimplerQMS using a secure, centralized login method instead of individual passwords—supporting compliant access management and…

Setting up Microsoft Entra SSO for SimplerQMS

Enable Google SSO for your SimplerQMS environment by submitting your domain for configuration, validating your first login, and providing the required onboarding evidence — so your organization can onboard users…

Setting up Google SSO for SimplerQMS

Set up Single Sign-On (SSO) in SimplerQMS using Microsoft Entra ID or Google Workspace to simplify and secure user access.

Setup Single Sign-on (SSO)

Import your existing QMS data

Learn how data migration into SimplerQMS is planned and executed, including data preparation, validation, import, verification, and completion of the Data Import Questionnaire to support a smooth onboarding process.

Data Import

Set up access, groups, and documentation before day one so the new user can log in and work in SimplerQMS without delays.

Onboarding Users in SimplerQMS

Every new user receives the right credentials, signs the Electronic Signature Agreement (if required), logs in successfully, and acknowledges assigned Learning records on their first day.

Getting Started on Your First Day in SimplerQMS

Departing users are securely offboarded, their access is revoked on the last working day, and ownership of open tasks, documents, and templates is reassigned so daily operations and compliance continue…

Offboarding Users in SimplerQMS

Manage user onboarding and offboarding processes efficiently in SimplerQMS.

Onboarding and Offboarding

Ensure each user can only perform actions aligned with their responsibilities by combining license-based roles with module-level permissions.

Understanding Access in SimplerQMS

Manage user groups to simplify training assignments, permissions, and access control within SimplerQMS.

Managing Groups

Keep user accounts, licenses, and permissions aligned with job responsibilities so each person can access only the modules and actions required for their role.

Managing Users and Access

Ensure the right people can view, edit, review, and approve documents while protecting sensitive information through organization-wide defaults, classification, and role-based access.

Managing Document Access

For controlling who can log in and what they can do.

Access and User Management

Organization settings control company-wide configurations in SimplerQMS. Keeping these settings accurate ensures consistent time/date formatting and default access behavior across all documents and records.

Adjusting Your Organization Settings

Set organization-wide rules for how Change Requests behave — including their base details, planning and execution phases, and any required reviews, approvals, or effectiveness checks. This ensures consistent, compliant change…

Configuring Change Control Settings

For maintaining high-level configuration and change settings.

Organization and Change Settings

Document Types define how documents and records are structured in SimplerQMS. Proper configuration ensures consistent workflows, numbering, permissions, and compliance across your system.

Configuring Document Types

Processes define structured, standardized workflows in SimplerQMS. Keeping them accurate ensures your records align with organizational quality procedures and responsibilities.

Managing Processes

Custom fields let you capture extra properties on your records. Use them to tailor Entity Types with required data points, consistent formats, and clear validation.

Managing Custom Fields

Tags provide a flexible way to classify documents and records for easier retrieval. Properly managing tags prevents duplication, keeps terminology consistent, and improves search and reporting.

Managing Tags

For tailoring the system to match organizational structure and workflows.

System Setup and Customization

Create a custom design with text, images, and links

SimplerQMS.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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