You might also want to see our downloaded Phundex User Guide for Administrators here:
Phundex User Guide - Admininstrators
- An Administration is the only person able to register their Company on the Phundex Platform.
- They can subscribe to the Phundex Plan they wish to select, and manage any changes to the company plan.
- Manage their personal profile.
- Manage their personal security settings. For example, this could include: changing their password; and selecting or de-selecting two-factor authentication.
- Take a Tour (this can be taken at any time by selecting "take a tour" under the Profile options).
- View Overview Dashboard (this is the main dashboard you will see when logging on to the Phundex Platform)
- Appoint another administrator to the Phundex Platform (we recommend that all companies have a minimum of 2 administrators to ensure backup):
- View overall Dashboard;
- View Pathway Dashboard;
- View Network Dashboard; and
- View Platform Settings (this is where the Plans are managed).
- Create a Network by inviting Team Members (external and internal) to their Network. Network members are: members you have added to your team (whether internal or external); and who use one of your subscription licenses, as long as they are an active member of your Network.
- When new members are invited to the Network, the Administrator selects whether the new member is joining as an Administrator, a Manager or a Team Member.
- The Administrator can change Network user roles to and from Administrator, Manager and Team Member.
- Activate/Deactivate Network Team Members (enabling management of subscription usage).
- An administration also has all Manager and Team member permissions and functionalities
- All Manager functionalities:
- View Pathway Dashboard.
- Create new Pathways (Phundex Template or Create new Pathway).
- Create Stages.
- Create/Assign Tasks.
- Create Task Forms.
- Data Room:
- View Transactions.
- Upload Documents.
- View doc permissions, status, audit history.
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