Add a New User

Learn How to Add a new user to The Plexa Platform

Adding new users allows your team to access Plexa and collaborate on projects, documents, and workflows. Admins can add team members, subcontractors, or consultants directly into the platform, ensuring each person has the right level of access.

Step by Step Guide

1

Click "Settings" on the Plexa Dashboard

2

Click on "User Management"

3

Click the "+ Add User" button

4

Enter User Details

• Enter Name in the "First Name" Field and "Last Name" Field

• Edit the "Company Name" Field

• Enter the "Position" Field

• Enter the "User Email address " Field (this will be the login email)

• Enter the User Phone Number in the "Phone" Field

• Enter the City in the "City" Field

• Select the Country in the "Country" Dropdown

• Click "Default Project" Role eg. Admin, Project Manager, Builder etc

• Apply Custom Permissions if your organisation uses them

• Click "Add New" to add users Skills & Accreditations

• Select the "Skill Type" from the Dropdown

• Enter the Description

• Click "Browse or Drag and Drop" to attach files

5

Add Photo and Admin Permissions

• Click "Add Photo" (Upload Photo)

• At the top click the "Admin" toggle to Blue (if they are an Admin User Only)

• Click the "Active" toggle to Blue to set this User as Active

6

After entering your new details, click "Save"

The New User will receive an email with a Create Password link immediately upon creating this use. Invitations must be accepted within 7 days

Once the user accepts the invite, their status will update to Active in your Users list.

Video Tutorial

For a visual guide, watch the video tutorial below

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