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Access and Manage Categories in Settings

Summary

 This guide explains how Admin users can access and manage categories in the Settings section within the Plumm platform. Categories are used when filing cases in the TrustLine tab and can be added, edited, or deleted as required.


In this article

  • Before you begin
  • Step 1: Access Categories in Settings
  • Step 2: Add a New Category
  • Step 3: Edit or Delete an Existing Category
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need to have an Admin role with the necessary permissions to access and manage Categories in the Settings section.
  • Ensure that you have a genuine Plumm account with admin access.

Step 1. Access Categories in Settings

  1. Log in to your Plumm account with your genuine credentials.
  2. Go to the Admin tab on the dashboard.
  3. In the Admin tab, click on Settings.
  4. Under the Settings section, you will see two options: Categories and Reminders.
  5. Click on Categories to access the category management options.

Step 2. Add a New Category

  1. In the Categories section, click on Add Category.
  2. Enter the name of the new category in the field provided.
  3. Once entered, click Save to add the new category.
  4. The newly added category will be visible when filing a case in the TrustLine tab.

Step 3. Edit or Delete an Existing Category

  1. To edit a category, click on the category you wish to modify.
  2. Make the necessary changes (such as renaming) and click Save.
  3. To delete a category, click on the category and select the Delete option. Confirm the deletion when prompted.

Frequently Asked Questions (FAQ)

1.Who can access and manage categories?

 Only Admin users with the necessary permissions can access and manage categories. If the TrustLine option is not visible in the Admin tab, it means the Admin does not have permission to manage categories.
 

2. What are categories used for?

Categories help in organising cases filed in the TrustLine tab. When filing a new case, the Admin or user can select a relevant category to classify the case.

3.Can I delete a category once it’s created?

Yes, you can delete a category at any time, but it will affect any cases that were filed under that category.
 
 

4.How do I download the email audit logs?

Click on the download icon in the upper-right section of the screen to download the email audit logs.

This guide should assist you in managing categories within the Plumm platform. If you have any issues or need further assistance, please reach out to your HR or system administrator.