Edit Role Permissions

Modify access levels for roles to ensure each team member has the correct permissions. Over time, your team’s responsibilities may change and so should their permissions.

Step By Step Guide

1

Click "Settings" on the Plexa Dashboard

2

Click "Roles & Permissions"

3

Click "Edit Permissions" under the relevant role

4

Edit as required by selecting/deselecting necessary "Checkboxes"

5

Click "SAVE"

Notes & Recommendations

• Restrict financial access to Admin or Finance level roles only

Permissions take effect immediately after saving

Video Tutorial

For a visual guide, watch the video tutorial below