With the right permissions, you'll be able to make changes to your company's account settings within Plexus.

To access your account settings, sign into Plexus and head to the Settings button in your main menu. Then select Account.

From the resulting page, you'll see a number of tabs allowing you to manage and configure different areas of your company's account. Below we've included a summary of each.

The Company structure lists all organisation units for your company's account. Think of organisation units as silos or folders for documents. Users might log into a given organisation unit and might store documents within those units.

Check out this article for more details on adding organisation units.

The Document list settings tab allows you to display additional fields on your documents list. The available custom questions are sorted by application.

To display an additional field in your document list, check out this article.

The Matters list settings tab - like the document list settings - allows you to display additional fields on your matters list.

To display an additional field in your matters list, check out this article.

The Matter categories tab allows you to manage the custom categories and sub-categories and associated triage rules. You can also designate members of your legal team for matters.

Check out this article to customise your matter management categories.

Make Plexus your single source of truth with the Import contract tab. This tab allows you to upload documents into Plexus in bulk.

Check out this article to import contracts into Plexus.

The Billing tab is most used by users who use Promotion Wizard. It is used to keep track of account credit balance and transaction summary history.

The Brand settings tab allows you to update the logo in the top left corner of your account. This will most commonly already be done for you during your initial account configuration, but can be edited from this tab as required.

The brand settings page has five key areas to update and these are:

Check with the support team if you need to confirm the branding across your organisation's set up. If you'd like to update your own logos, optimal sizing for each logo type is as follows:

The Notifications section allows you to manage who receives new user and single sign-on related email notifications.

When an administrator is designated in this section, they will receive email notifications whenever a new user signs up via the Plexus home screen or creates a new account with single sign-on.

Users listed here will also be reminded about single sign-on related expiry dates: two months, one month, two weeks, one week before and on the day of expiry.

The email will prompt you to set up a user's roles and units. Without your action, that user will sit in your company's default role under the default organisation unit.

An email is sent to each listed administrator's account once per day.

For clients who would like to log into Plexus with single sign-on (SSO), we provide an easy-to-access admin panel to set up your single sign-on service for clients who use:

For clients who have single sign-on with another provider, your onboarding expert can arrange this separately.
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