To manage users, you'll need admin access to Plexus. Under the Settings menu, click into the Users tab.

On the resulting page, you'll see a list of all users associated with your Plexus account. The user list will show:

This guide will go into more detail on the key user list functions including:

The user list will show a complete list of all users with access to Plexus.

You'll be able to use the search bar at the top of each column to search for any of the following:

You'll also be able to add filters by clicking the filter icon next to each column to search across a particular:

With the right permissions, you'll be able to access and edit details about each user, by clicking the hyperlink on their name.

You can also click the Edit button on the far right hand side of the user list to edit each user's most basic details.

Note: If you don't have the correct level of admin access, you'll only be able to click a hyperlink or edit button for your own name.

If you click the hyperlink under a user's name, you'll be able to edit a user's assigned roles and units.

You'll also find an alternate entry point to edit a user's basic details by clicking the Edit button located under the user's name.

On the edit page, you'll be able to edit a user's first name and last name. You'll be able to view, but not edit the associated email address for that account.

You'll also be able to toggle the ability to receive non-workflow specific notifications in the system by clicking the checkbox.

Remember to click Save once you're done!

If you click the hyperlink under a user's name, you'll be able to edit a user's assigned roles and units. You'll also find a Delete user button located under the user's name.

If you click the Delete user button, a user will be deactivated in Plexus so that they cannot login. Whist inactive users will not show in the user list by default, you can use status filters to show inactive users.

It's important to note that a user account can be reactivated if needed. Simply re-invite the user using the exact same email address to reinstate their access.

To export information from the user list, drag and drop your mouse over the email addresses that you would like to copy out of the system. As you do so, the column should highlight in blue for the selected details. Right click and copy these emails.

You can paste the information in a CSV or Excel file for further analysis.

Need help managing your users? Reach out to [email protected] or use the live chat to get in touch!