Admins

An Admin user has full control over the Plainwise system and plays a central role in managing and configuring the platform.

Admin Permissions

As an Admin, you have access to various essential functions and settings, including:

• Managing integrations: Adding and adjusting external connections.
• Adjusting spoken messages: Managing and personalizing all spoken messages within the system.
• Configuring tenant-specific settings: Adjusting settings to customize the system for your organization.
• Setting and changing user roles: Managing access and assigning roles to user groups.

Creating an Admin

Adding a new Admin user is simple and efficient:

1. Log in
   Go to the Portal and sign in with your Admin account.

2. Navigate to User Management
   Open the Admin tab and choose Users.

3. Click Create
   Use the Create button to add a new user.

4. Select the Admin role
   Choose Admin as the role for the new user.

5. Fill in the user details

   • First and last name: Enter the user's first and last name.
   • Email address: A valid email address is required for Admins.

6. Language: Set the preferred language for the user (adjustable later).

7. Generate or set a password

Password Guidelines

When setting a password, the following requirements apply:

• Minimum 16 characters long.
• A combination of uppercase, lowercase, numbers, and special symbols.
• Must not contain previously used passwords.
• Must not be based on the username or account name.

Frequently Asked Questions

Can you limit your own Admin permissions?
No, only another Admin can make changes to the permissions of an existing Admin.

How many Admins can a tenant have?
There's no fixed limit, but we recommend limiting the number of Admins to those responsible for system administration.

Can you change your own password?
Yes, this can be done in the portal settings.