Your Profile page is where you manage the key details tied to your Plexus account. Here's how to find it and make changes.
Accessing your profile
Click your name in the top-right corner of the screen, then select Profile. From here you can edit your name, update your roles and organisation units, manage email notifications, and reset your Docusign signature.
Click ahead to:
Edit your name
Opt-out of non-critical notifications
Update your role/s
Update your organisation unit/s
Reset your Docusign signature
Editing your name
Click Edit to open your profile details. Update your first name and/or last name in the text fields provided, then click Save.
Top tip! If your organisation uses single sign-on to log into Plexus, you'll need to ensure that your details are updated via your IT team, to ensure that your changes save for the next time you log in.
Opt-out of email notifications
On the same Edit page, you'll see a checkbox to toggle non-critical email notifications on or off for your account.
Untick the box to opt out, then click Save. See Editing email notification settings for more detail on what notifications.
Updating your roles and organisation units
From the Profile page, you'll see two tabs for Roles and Organisation units. Click the relevant tab to make changes. With the right permissions, you can:
Add user to organisation unit/roles
Remove yourself from your user roles
Click to view more information about the roles
See Assigning units and roles for more information.
Resetting your Docusign signatures
Plexus saves your DocuSign signature automatically. If you need to clear your saved signature and start fresh, click the Reset saved signature button on your Profile page.
Top tip! If you need to update your email address, reach out to our support team via the Live Chat button at the bottom left hand side of this screen, or email [email protected].
You'll need to go via our support channel to make this change, even if your organisation uses single sign-on.