ADMIN & SETTINGS HUB

Managing your Organisation

The Admin & Settings module provides system administrators with comprehensive control over their organisation’s Plexa environment. This section covers all configurations, from setting up the company profile to managing user roles, permissions, and security settings, ensuring your team accesses and utilises Plexa efficiently.

Admins are typically responsible for:

Creating and maintaining Plexa organisations
Managing user access levels and security
Customising project-wide settings (sign-out times, branding, integrations)

What you'll find here:

Organisation Setup → Configure company details, update logos, and manage multiple organisations.
Roles & Permissions → Add new roles, edit existing ones, promote admins, and manage access levels.
Security Settings → Control password resets, MFA preferences, and auto sign-out timing.
Account Management → Manage individual Plexa profiles, change passwords, and update details.
Integrations → Connect to external systems (Xero, MYOB, DocuSign, Oracle, Sage Intacct)
Admin Tips & Best Practice → Platform governance, recommendations and troubleshooting tips.

Troubleshooting Access Issues:

If you're experiencing difficulty accessing certain features or settings in Plexa, follow these steps:

Verify Your Role: Ensure you have the correct permissions by checking your assigned role within the Plexa platform.
Clear Browser Cache:
- Clearing cache and cookies can resolve many access-related issues.
For further assistance, consult the Admin & Settings - Popular Articles or reach out to Plexa support.
Incorrect Login Credentials
- Solution: Double-check your email and password. If forgotten, refer to the Reset Password guide.

Remember, only Plexa Admins can modify roles and permissions, so direct any necessary changes to them. For more detailed guidance, explore our Admin & Settings - Popular Articles such as Reset Password or Edit Role Permissions.