You might also want to see the Phundex User Guide for Administrators, which you can find here:


Phundex User Guide- Administrators


What Can an Administrator Do? 


  • An Administrator is the only person able to Register their Company to Phundex Platform. 
  • They can subscribe to the Phundex Plan they wish to select, and manage any changes to the company plan. 
  • They can manage their personal profile. 
  • Manage their personal security settings. This could involve for example: changing their password; and selecting or de-selecting 2-factor authentication. 
  • Taking 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 two administrators to ensure backup):
    • View overall Dashboard
    • View Pathway Dashboard
    • View Network Dashboard
    • 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 who: you have invited 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, Manager or 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 Administrator also has all Manager and Team member permissions and functionalities. 
  • All  Manager functionalities:
    1. View Pathway Dashboard
    2. Create new Pathways (Phundex Template or Create new Pathway)
    3. Create Stages
    4. Create/Assign Tasks
    5. Create Task Forms
    6. Data Room
      • View Transactions
      • Upload Documents
      • View doc permissions, status, audit history



I'm an Admin where do I start?


If you've just joined the Phundex Platform, there are a couple of easy steps to start with.  As an Administrator, you will want to select the best Phundex Plan for your organisation.  If you choose a monthly plan, you'll have a 7 day free trial period.  If you choose an annual plan, you will have a 15% annual saving and receive a 1 month trial period free.


Once you've selected your plan, you can start building your Network.  The Network gives access permission to use the licenses in your plan.  Remember you can change a person's Network status from Active to Inactive by toggling the button.


Once you've set up your Network, you can ask your Managers to start setting up their own Pathways.  The Phundex Pathway Template Suite gives you access to a series of Transaction and Process Pathways to get you started.  These can be customized in any way you like once you've selected one of the Phundex Pathway Templates.  Or, you can start your own Pathway from scratch.


I'm an Admin what can I do?


If you've just joined the Phundex Platform, there are a couple of easy steps to start with.  As an Administrator, you will want to select the best Phundex Plan for your organisation.  If you choose monthly, you'll have a 7 day free trial period.  Choose an annual plan for a 15% annual saving and receive a 1 month trial period free.


Once you've selected your plan, you can start building your Network.  The Network gives access permission to use the licenses in your plan.  Remember you can change a person's Network status from Active to Inactive by toggling the button.


Once you've set up your Network, you can ask your Managers to start setting up their own Pathways.  The Phundex Pathway Template Suite gives you access to a series of Transaction and Process Pathways to get you started.  These can be customized in any way you like once you've selected one of the Phundex Pathway Templates.  Or, you can start your own Pathway from scratch.


The following diagram shows the various functions that an Administrator can perform on the Phundex Platform. An Administrator can also do all of the functions that a Manager and a Team Member can do, so you may also want to look at those functional diagrams below aswell.