Set Up Your Profile

Your Plexa profile carries the name, position and contact details that other people see on your correspondence and records. Setting it up early is worth the two minutes, because your details appear on everything you raise.

The account menu in the top right of Plexa highlighted, with an arrow pointing to it

Step By Step Guide

Select your name in the top right, then choose "Profile"

The "Account" tab opens, holding your personal details

Select "Upload New Photo" so your entries are easy to recognise

Complete your details — "First Name", "Last Name", "Position", "Phone", "City" and "Country"

Select "Save Profile"

The Plexa profile page with Upload New Photo marked 1, the First Name field marked 2 and the Save Profile button marked 3

1 "Upload New Photo" · 2 "First Name" · 3 "Save Profile"

Fields marked with a red asterisk are required. Your name and position appear on correspondence, site diary entries and approvals — keep them accurate.

Change Your Password

Your profile has two tabs. "Account" holds your details; "Security" is where you change your password.

The Security tab on the Plexa profile page highlighted, with an arrow pointing to it

Skills and Accreditations

Below your details is a "Skills and Accreditations" table. Select "Add New" to record a qualification and attach the certificate. On projects that check competencies before granting site access, this is where that evidence is read from.

Notes & Recommendations

  • Your "Company Name" is set by your organisation and cannot be edited here
  • Your email address is your sign-in and cannot be changed on this page. Ask a Plexa Admin if it needs updating
  • Select "Save Profile" before leaving the page — moving between tabs does not save your changes

Need More Support?

For Individual requests related to using Plexa Tools, Contact PLEXA SUPPORT

Email: support@plexapro.com

Phone: 1300 117 140

We're here to help you get the most out of Plexa.