Create Roles & Permissions
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 invite staff, subcontractors, or consultants directly into the platform, ensuring each person has the right level of access.
Keeping your user list up to date helps maintain security, transparency, and smooth project delivery.
Step by Step Guide
Click "Settings" on the Plexa Dashboard
Click "Roles & Permissions"
Click "Add Role"
Click the "Title" field to add a Role Title
Click the "Description" field to add description
Click the "Select All" field if all permissions are granted
Click the "Select All" field again to deselect all boxes
Click the "Select All" field again to deselect all boxes
Click the Individual "checkboxes" for specific permissions
Click "Save" to Save all changes
Click "Cancel" to exit
The New User will receive an email with a Create Password link immediately upon creating this user.
Once the user accepts the invite, their status will update to Active in your Users list.
To view Roles & Permissions via the Permissions Matrix Click "Permissions Matrix"
Video Tutorial
For a visual guide, watch the video tutorial below