Add a New Organisation
This guide provides a straightforward process for adding a new organization to the Plexa platform, ensuring users can efficiently expand their network. By following the outlined st
This guide provides a straightforward process for adding a new organization to the Plexa platform, ensuring users can efficiently expand their network. By following the outlined steps, users can easily input essential organization details and invite them to projects, enhancing collaboration opportunities.
Step by Step Guide: (Admin Only)
1. Click "Directory" on the Plexa Dashboard
2. Click "GLOBAL DIRECTORY"
3. Click the "Search Orgs or Users..." field. (This searches Plexa wide)
4. Or Click "Add New Org". If not found in the search
5. Add ALL details for the New Organisation including Name, ABN, Contact and email
6. Click "INVITE ORG TO PROJECT"
Notes & Recommendations
- Your new organisation name will immediately update across your Plexa workspace
- Ensure your logo is a square format to prevent stretching
- If your logo has a transparent background, use PNG for the cleanest result
Video Tutorial
For a visual guide, watch the video tutorial below
Accessing Permissions Matrix
Access the Permissions Matrix in Plexa Dashboard to manage user roles efficiently. Follow these steps to navigate the settings and maintain control over platform access. Ideal for
Update Organisation Name & Logo
Ensure your Organization Names and Logo's in Plexa are up-to-date so your team and clients always see the correct name and branding.