Configuring your settings
General settings and user management for client administrators
By Sammie and 1 other2 authors30 articles
- Managing your company account settingsThis article reviews each tab in your account settings options
- Adding, editing and deleting organisation unitsConfigure your company structure on Plexus
- Setting the default organisation unitCreate a place for users to log into whenever they join the platform without an invite
- Inviting a new user to the platformA guide to inviting new users to Plexus and assigning them a role
- Assigning units and roles to an accountThis article highlights the relationship between organisation units and roles when assigned to users
- Managing usersLearn about user account management including viewing, editing and deleting user accounts in Plexus
- Updating your profile settingsMake changes to your name, email notifications, roles, organisation units, and Docusign signature.
- Editing email notification settingsToggle Plexus email notifications on and off from the settings menu
- Creating custom questions for documentsAccount admins can create and manage custom questions for our out-of-the-box contract management intake forms
- Creating delegation rulesReplicate your business's delegation of authority to template your document workflows
- Managing your document list settingsAs a platform administrator, you can customise the visible fields in your Document List.
- Initiating a bulk uploadMake Plexus your single source of truth with our bulk import tool
- Updating automation templatesManage and edit your document automation templates for custom applications
- Creating custom questions for mattersSet up questions to help customise your matter management intake form
- Managing your matters list settingsMake custom questions visible in your matters list
- Editing your matter category settingsUpdate your categories and auto-assign or notify lawyers when requesting legal support
- Setting up single sign-onThis article describes how you or your IT team might set up single sign-on (SSO) for logging into Plexus
- Setting up single sign-on with Google Suite
- Setting up single sign-on with OKTA
- Setting up single sign-on with Microsoft Entra IDThis guide will assist with the technical set-up for IT technicians setting up single sign-on for Plexus
- Setting up single sign-on with SAMLThis guide will assist with the technical set-up for IT technicians setting up single sign-on for Plexus
- Setting up single sign-on with Microsoft Entra ID (SAML)
- Managing existing single sign-on settingsOnce you have single sign-on set up for your organisation, here are further instructions on managing your existing configuration settings
Knowledge
Learn how to manage and access the documents used by Plexus AI for contract and marketing recommendations
- Accessing your company's Knowledge in PlexusKnowledge is a single source of truth for your company's approved templates, policies, and guidance, used in Plexus AI recommendations
- Managing the Company Knowledge used for Plexus AIPlexus AI uses your company's Knowledge to provide recommendations for Marketing Wizard and Contract reviews
Playbooks
Creating guardrails for Plexus Counsel
- Creating Playbooks for Plexus CounselLearn how to configure Playbooks in Plexus Counsel to guide AI responses, apply internal policies and manage risk consistently.
- Designing Effective Playbooks for Plexus CounselExplore real-world scenarios for designing Playbooks, including governing law positions, risk thresholds and negotiation drafting.