Overview

Using the Settings Page

The Settings page in Simplify AI allows you to manage your profile, team, application preferences, and subscription. This guide walks you through all the available options to help you customize your experience.

Profile Management

The Profile section allows you to update your personal information and account settings.

Managing Your Profile

You can update various aspects of your profile:

• Name

• Email address

• Phone number

• Add a secure passkey

• Email on completion for notes on/off

• and more

Click the "Save" button after making changes to update your information.

Team Management

The Team section allows you to manage your practice team members and their access to Simplify AI.

Team Members

Your current team members are displayed in a list with their:

• Name

• Role (Admin, Provider, Staff, etc.)

Managing Team Members

If you're the team owner, you can:

1. Add Members: Click the "+ Member" button to invite new team members

2. Edit Members: Use the three-dot menu next to a member and select "Edit"

3. Remove Members: Use the three-dot menu next to a member and select "Delete"

4. Create Teams: Click the "+" button next to the team name to create a new team (one team allowed per user only.)

5. Diffusion: "Diffuses" all the teams data together rather than having users having individual folders

Adding Team Members

When adding team members:

1. Enter their name

2. Assign a role (Owner, Manager, Practitioner, etc.)

3. Enter their email address

4. Enter their phone number

5. Click "Save" to send the invitation which they will need to accept to be added to the team

Diffusion Setting

The Diffusion toggle allows you to enable or disable content sharing across team members:

• When enabled, AI-generated content can be shared with the entire team

• When disabled, content remains private to the creator

Toggle the switch to change this setting.

Other Settings

Theme Settings

Choose between Light and Dark modes for the application interface:

• Click "Light Mode" for a brighter interface

• Click "Dark Mode" for a darker interface better suited for night use or reduced eye strain

Additional Tools

Several additional tools are available:

1. Link Form: Connect Google Sheets or other form providers to automatically import patient data

2. Login Logs: View a history of all logins to your account for security monitoring

3. Pending Invites: View and manage pending team member invitations (Owner only)

4. Desktop App Download: Download the Simplify AI desktop application for Windows or macOS

Subscription Management

The right panel shows your current subscription details and allows you to manage your plan.

Subscription Details:

View information about your current subscription:

• Plan type (Basic, Professional, Enterprise)

• Billing cycle (Monthly, Annual)

• Next billing date

• Features included in your plan

Managing Your Subscription

Options available for subscription management:

• Upgrade your plan

• Change billing cycle

• Update payment information

• Cancel subscription

Click the appropriate button to make changes to your subscription.

Best Practices

1. Regular Review: Periodically review team member access and remove any users who no longer need access

2. Secure Access: Monitor login logs to ensure no unauthorized access to your account

3. Team Management: Assign appropriate roles based on staff responsibilities

4. Desktop App: Consider using the desktop app for better performance and additional features

Important Note

Changes made in the Settings section may affect how Simplify AI works for you and your team members. Be particularly careful when:

• Removing team members (their access will be immediately revoked)

• Changing the Diffusion setting (affects content sharing)

• Modifying subscription details (may affect available features)

For technical support or questions about settings, contact Simplify AI support through the Help section.