Know your workspace
Your signed in experience depends on whether you are a platform administrator, tenant administrator, operations user, finance user, customer, driver or vendor.
Help / Getting started
Start with the organisation model.
SimplyOS is multi tenant. Work is organised inside tenant, company, branch and warehouse context, and every user sees only the surface their access allows.
Working model
Confirm organisation context
Company, branch and warehouse structure provide the operating scope for records across the platform.
Set up master data
Customers, vendors, products, warehouses, vehicles, drivers and other masters give operations reusable governed records.
Configure access
Roles, permissions, module entitlement and data scope work together to define what each user can see and do.
Begin the workflow
Operational users can move from booking into shipment, planning, execution, delivery and finance using the same connected records.
Good to know
No invented activity
A new account should use clear empty states rather than fake operating numbers.
Scoped by design
Seeing less than another user can be correct if your role or data scope differs.
Use Help by task
The Help Centre is organised around real work rather than product marketing.