Plexus

A guide to the Plexus Security Portal, what it is, how to request access and troubleshooting steps

Accessing the Plexus Security Portal

Shirley Gwynn

Sammie

Assistance with finding your feet in the platform

Getting started

Check out this guide to review the key apps and features on Plexus

Introducing Plexus

Find your feet in Plexus from the first time you log in

Dashboard orientation

Introduction to Plexus

If your organisation is using Plexus, follow these steps to sign up to the platform without an invite

Signing up to Plexus

If you have access to different areas of your company structure, here's how to switch between organisation units

Switching between organisation units

Quick steps to activate your account or log in using single sign-on (SSO)

Logging in to Plexus

If you can't remember your log-in details, here's how to reset your password

Resetting your password

Logging in

Login to Plexus

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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