How to manage managers in the service request module
In Plexflow, there is an important distinction between Plexflow users (who have full access to the account or to certain properties) and service request managers — also called assignees.
Managers are people responsible for carrying out or following up on the work, such as janitors, contractors, or maintenance employees.
🧭 Step 1 – Open the Requests section
In the left-hand menu, click Requests.
You will see the list of all existing service requests, their priority, their status, and the associated managers.
⚙️ Step 2 – Open the Manage menu
At the top right of the page, click the Manage button (in blue), then select Managers.
This will open a new window displaying the list of managers currently set up in your account.
🧾 Step 3 – Manage your managers
Once the window is open, several options are available to you:
3.1 Add a manager
Click the Add button.
A window will appear so you can enter the manager’s information:
🔗 Access link for managers:https://plexflow.ca/app/fr/service
(Open this in a private/incognito window.)
- Name
- Phone number
You can also choose to send their credentials by email, text message, or both.
Once saved, a special access link will be generated so they can sign in to the managers’ space.
3.2 ✏️ Edit a manager
Click the pencil icon to update their information (name, email, phone, etc.).
👉 You do not have to fill in every field, but make sure the email is accurate, because it is used to send notifications related to the work.
3.3 🔑 Create or change the password
Click the key icon to create the manager’s credentials or change their password.
This step lets the manager sign in to their portal to see the requests assigned to them.
3.4 🗑️ Delete a manager
Click the trash icon to remove a manager from the system.
👤 Step 4 – Assign a manager to a request
- Go back to the list of requests.
- Click the title of the request in question (e.g. Clogged sink).
- Scroll down the page to the Manager line and click the small person icon 👤.
A window will appear displaying the list of your managers.
Click Select to assign the right manager to this request.
💾 Step 5 – Save your changes
Once the manager is selected, do not forget to save to confirm the assignment.
📝 Important notes
- A manager can be associated with several service requests.
- “Manager” access is distinct from the main access to the Plexflow account.
- Managers see only the requests assigned to them.
🎓 Did you know…
Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.
Updated on: 13/11/2026
Thank you!