Quick Start

Learn the three levels of the dashboard, complete your profile, and secure your account.

This guide gets you up and running in a few minutes.

You get oriented in the dashboard, complete your profile, and secure your account. When you're done, you'll move around the platform confidently and have your account ready to work.

📘 What will you achieve?

By the end, you'll know the three levels of the dashboard, you'll have your profile complete (name, position, language, and time zone), you'll have secured your account with your own password and your security emails, and you'll know where to check the organizations you belong to and your role in each one.

Before you begin

You need an account on Plenit and to be signed in. If you arrived via an invitation, log in with your email and the password you set when activating your account.

1. Get to know the dashboard and its three levels

When you enter, everything is organized in the side menu, structured into three levels:

1. Home — your global view. It brings together, aggregated across all your organizations: Summary, Subscriptions, Users and Events.
2. Cloud Services, Marketplace and IT Management — Plenit's services, with a cross-cutting view of what you have contracted and what you can contract.
3. Organization — the level limited to a single organization, the one you have selected. From here you manage its Subscriptions, Users, Customization, Profile, Contacts, Events and the Partner Zone.

The key difference: Home gives you the global picture, everything that's yours; the Organization level focuses you on a specific company. That's why Subscriptions, Users, and Events appear in both places, with different scope. The Organization level and the management of your organizations are documented in their own section; here we're focusing on your account.

Side menu with the three navigation levels

Your profile and session are in the user menu, at the bottom left: click your name to open My Profile, change the theme (light or dark), or log out.

Open the user menu and go to My Profile. In the Profile, fill in your details:

• Name and Last names.
• Position and Phone. They are optional and help identify you within your organization.
• Language and Time Zone. They adjust how you see the platform and how dates are displayed.
• In Other contact details, choose between using your main organization's details or defining your own details for your user.

The Email and Last access (with its IP) appear as reference and are not editable. When you're done, click Save.

Profile tab in My Profile with the user's data

3. Secure your account

In My Profile, open the Security. It has three sections:

• Change password — enter your current password, type the new one twice, and click Save.
• Security emails — add one or more addresses to recover access and receive security alerts.
• Delete user — delete your Plenit user.

To leave your account ready, change the password to your own and add at least one security email.

❗️ Deleting the user is irreversible

The section Delete user permanently deletes your user and cannot be undone. Use it only if you're sure. We explain it in Details.

Security tab with password change

4. Review your organizations and your role

You're still in My Profile: open the Organizations. Here you see the organizations you belong to and, next to each one, your permission (for example, Administrator). If you have many, use the name search.

This list is your personal map: it tells you which organizations you're in and with what role. To enter and work in one, select it from the Organization selector

Organizations tab with the user's role in each one

📘 This list is only your personal view

In My Profile, the tab Organizations shows your organizations and your role, in read-only mode.

Managing organizations—creating, editing, or entering one—is done from its own section, Organizations. We clarify that in Concepts.

5. Check your activity in Events

Finally, in My Profile open the Events. It's your activity log: every action is recorded so you can review it later.

Each event shows three pieces of data, and you can sort by any of them:

• Area — the part of the platform where it happened (for example, Servers).
• Message — what happened, with a status icon: green if it was successful, red if there was an error.
• Created — the date and time.

With Filters you narrow down the list to find what you're looking for.

This is your personal log, within My Profile. Each organization also has its own Events, with that company's activity. You'll see it in its section.

Check that everything is in order

Quick review:

• You recognize the three menu levels: Home, Services, and Organization.
• Your profile has your name, language, and time zone, and you've saved it.
• You've changed the password and added a security email.
• You know where to see your organizations and your role.

👍 All green

Your account is ready and you move around the dashboard with ease. Everything you do from here on builds on this foundation.

Next steps

• Learn in depth how account and organizations relate in Concepts
• Learn specific tasks (editing your profile, configuring your security emails, adding users, checking your events) in the how-to guides.
• Consult the reference for fields and statuses in Details.