Getting started for Administrators

An Administrator has full access to the organization. Use this page after you sign in for the first time.

Owner can do the same billing and invitation tasks as Administrator.

Before you start

You must be signed in.
An Administrator can manage Billing & Usage, Offices, Members, Careers, and Applications.
An Administrator can assign Administrator, Auditor, Hiring Manager, Office Administrator, and Employee. An Administrator cannot assign Owner.
These organization roles exist: Owner, Administrator, Auditor, Hiring Manager, Office Administrator, and Employee. This page is for Administrator.

Billing and payment information

Add payment information and read the current plan.

In the sidebar, select Settings.
Under Organization settings, select Billing & Usage.

The page title is Billing & Usage. The description is Manage subscriptions, credits, and billing information.

Plural’s legal business name is Twenty Miles West, LLC. That name appears on invoices and receipts.

To read the plan and credits, see How to view Billing & Usage.

To start checkout or open the billing portal, see How to manage a subscription.

Other roles do not see Billing & Usage.

Offices

View and edit locations at any time.

Open People & Places, then open Offices.

To add a location, see How to add an office.

To assign people who administer an office, see How to manage office managers.

Invite Office Administrators

Invite people from Members. Select Office Administrator and the offices they will administer. Plural sends an email.

Open Settings.
Open Organization.
Select Members.

The page title is Organization. The description is Manage your organization and team members.

The Members tab has Team Members and Pending Invitations. The invite heading is Invite New Member.

Keep Single selected.
In the email field, type the email address. The placeholder is Enter member email address.
In the role list, select Office Administrator.
The Offices field appears. The help text is Select the offices this office administrator can access.
Open Search offices…. Select each office the person will administer.
Select Send Invitation.

If you select no office, the form shows: Select at least one office for this office administrator.

A success message shows Invitation sent to the email address. The invitation appears in Pending Invitations. The Offices column lists the offices you selected.

The person receives an email and joins the organization after they accept.

After the person has a linked user, you can also assign them from an office. Open People & Places, then Offices, then Manage office managers. See How to invite a member and How to manage office managers.

Work after setup

After billing, offices, and invitations are in place, use these pages:

After you finish

You can add payment information. You can view and edit offices. You can invite an Office Administrator and select the offices that person administers.