Promote a User to Plexa Admin

Promote Existing User to Admin Status

In Plexa, roles determine users' access levels and permissions. To grant elevated access for tasks such as managing settings, inviting users, or overseeing integrations, promote a trusted team member to Admin. This short guide explains how to promote an existing user to Admin, allowing efficient user, organisation, and platform management.


Step By Step Guide

1. Click "Settings" on the Plexa Dashboard

2. Click "User Management"

3. Select the User you wish to Promote to Admin

4. Click the "Blue pencil icon" to edit the users settings

5. Click "Admin toggle" to Blue

6. Click "Active" ensure toggle is also Blue

7. Click "Save" to confirm the action

Video Tutorial

For a visual guide, watch the video tutorial below

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