Admin operations
End-to-end walkthrough for administrators.
Open guideDocumentation
Step-by-step guides to run Plexidy well.
Setup, configuration, and operational playbooks live here.
Guides
Popular documentation
Billing integration
Connect billing systems and handle invoices.
Open guideArticle template
Sample documentation structure for new guides.
Open templateHow to use these docs
Follow order
Start with setup, then move to operations and billing.
Check requirements
Each guide lists prerequisites and roles needed.
Link to support
Open a request if you hit a blocker during setup.
Where to go next
Guidance for authors
State prerequisites
List roles, permissions, and any required data before steps.
Keep steps short
Break tasks into numbered actions that fit on one screen.
Add validation
End each guide with how to confirm success and where to get help.
Operational depth
Use documentation as the authoritative execution baseline
Documentation should define setup order, admin responsibilities, and ongoing operational practices so teams can maintain consistent behavior over time.
Primary audience
Implementers, administrators, and process owners
Decision focus
Select the correct procedural guide based on operational objective and current environment state
Operational risk
Working from fragmented setup notes causes environment drift and repeat failures
Field scenario
A new workspace admin prepares operational setup and needs sequence-safe guidance from first configuration to validation.
Execution walkthrough
1. Frame the objective
Documentation should define setup order, admin responsibilities, and ongoing operational practices so teams can maintain consistent behavior over time.
2. Align participants
Implementers, administrators, and process owners
3. Validate the decision
Select the correct procedural guide based on operational objective and current environment state
4. Mitigate known risk
Working from fragmented setup notes causes environment drift and repeat failures
Interpretation matrix
Signal
Interpretation
Operational scenario
A new workspace admin prepares operational setup and needs sequence-safe guidance from first configuration to validation.
Successful outcome
Successful use of this page leaves teams with clear direction on Select the correct procedural guide based on operational objective and current environment state.
If skipped
Skipping this step often introduces Working from fragmented setup notes causes environment drift and repeat failures.
Recommended next step
Use detailed doc articles for role-specific operations once base setup is complete.