Getting Started
Setting up a new organisation on Pletox is a straightforward process that allows you to tailor the platform to meet your specific needs.
This guide will walk you through the essential steps to get your organisation up and running, from account creation to configuring your organisational settings.
To create a new organisation account on Pletox, click on Get Started Free and open the Setup New Account page.
Once you are on the setup new account page. You will see a form as shown in the screenshot below
Fill in the following details in step 1:
Your Name.
Your Business E-mail Address (This will be your master/admin email for the organisation you are creating).
Your Primary Contact Number.
Verify yourself as a human with a captcha.
Once you click on Continue you will be taken to step 2 as shown below
Here in Step 2,
You have to enter your Business/Organisation/Company name. As you enter your company name, a workspace URL will be automatically generated for you in the second input. Workspace URL is a unique link to your organisation on Pletox i.e xyz.pletox.com where xyz is your unique URL. You can customise your workspace URL.
In the last step,
You need to enter the password for the master account of your organisation. Confirm your entered password and click on Create Account.
Once you click on Create Account, you will see a screen as below
Do not click any button or close the window until your account is created and you are redirected to your workspace.
After redirecting to your workspace, you will be asked to confirm or update your general shift settings. You can click on Continue to Dashboard and configure that later.
You can get in touch with our support team for Onboarding and Implementation help.
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