Invite Your Team
Add team members, assign roles, and configure who has access to what in Plenix.
Overview
Everyone who uses Plenix needs a login account. In your workspace, a person's login is linked to their employee record in HCM, so you invite people from their employee record.
Who can invite
- Administrators, HR Admins and HR Managers can invite people.
- An invite from HR always gives the new person the Viewer role, which is read-only. An Administrator can choose a different role when inviting, or raise the person's access afterwards.
- Other roles, including Directors and Managers, can't invite.
Inviting one person
- Go to HCM → Employees and add the person if they aren't there yet. Only HR and Administrators can add or import people.
- Open their record and click Invite to Platform. You can also use the invite button on their row in the list.
- Administrators: pick the Access Role. HR: the invite window shows that they'll join as Viewer.
- Send. They receive an email with a link to set their password and sign in.
Inviting several people
Tick the people in HCM → Employees and choose Invite to Platform from the bar at the bottom. The same role rules apply.
After they've joined
From the employee record:
- Reset password & resend login email if they lost the first email (HR and Administrators).
- Disable Access / Enable Access to stop or restore their sign-in without deleting their history (Administrators only).
- Module Access to give them exceptions to their role (Administrators only). See Roles & Permissions.
Changing someone's role
Only an Administrator can change a person's access role, on their employee record or in bulk with Assign Role in the employee list. Creating and editing the roles themselves is also Administrator-only, in Settings → Roles & Permissions.
Where to go next
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