What statuses can a task have? Jun 28, 2026 Open — not yet started In Progress — being worked on On Hold — paused for some reason Closed — done The dashboard KPI cards track Open and In Progress tasks, and flag overdue tasks (past due date and ... Tasks & meetings Read more
What are meeting notes and who can create them? Jun 28, 2026 Meeting notes let you record the outcome of a meeting: title, location, date, description, and a list of attendees. They can be linked to a project and an organization. Any user or tenant-admin can cr... Tasks & meetings Read more
Can I add multiple attendees to a meeting note? Jun 28, 2026 Yes. When creating or editing a meeting note, you can add multiple attendees from your tenant's user list. Each attendee is stored with their full name for display on the note.... Tasks & meetings Read more
What is an organization? Jun 28, 2026 An organization is a company entity in your workspace. There are two types: Tenant — your own agency or consultancy Customer — a client company you work for Projects are linked to an organization, so ... Organizations Read more
Can I deactivate an organization without deleting it? Jun 28, 2026 Yes. Each organization has an Active flag. Deactivating it hides it from dropdowns and filters while preserving all historical data (projects, timesheets, etc.) linked to it.... Organizations Read more
Who can manage organizations? Jun 28, 2026 Users can create and view organizations. Tenant-admins have full edit and deactivation rights. External users do not have access to the Organizations section.... Organizations Read more
How do I add a new user to the workspace? Jun 28, 2026 Go to Users in the sidebar (visible to admins only) → click + Add user . Fill in the name, email, role, and a temporary password. The user can log in immediately and will be prompted to change their p... Users & security Read more
How does MFA (two-factor authentication) work? Jun 28, 2026 SimplyConnecting supports TOTP-based MFA (Time-based One-Time Passwords). When MFA is enabled for your account: You log in with your email and password as normal. You are redirected to an MFA verifica... Users & security Read more
What happens when a password expired? Jun 28, 2026 If password expiry is configured, users are prompted to change their password on their next login after the expiry date. They cannot access the application until the password is updated. The system ru... Users & security Read more
Can I deactivate a user without deleting them? Jun 28, 2026 Yes. A tenant-admin can mark a user as inactive . The user loses the ability to log in immediately, but all their historical data (timesheets, tasks, notes) is preserved. They can be reactivated later... Users & security Read more
Is data from one tenant visible to users of another tenant? Jun 28, 2026 No. SimplyConnecting enforces strict tenant isolation . All data queries include a mandatory tenant filter, and a custom policy on every page verifies that the logged-in user belongs to the workspace ... Admin & platform Users & security Read more
What does the license limit? Jun 28, 2026 A license controls four quotas: Active projects — maximum number of projects currently in progress Finished projects — archived/closed projects (historical records) Users — number of regular (active) ... Licensing Read more
