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Access and Manage Documents in a User's Profile

Summary

 This article explains how Managers can access and manage Documents in a User's Profile on Plumm. It covers the permissions required to view, add, and manage documents, as well as the visibility rules for folders assigned to the user.

In this article

  • Before you begin
  • Step 1: Log in and navigate to 9-dot menu → Core → My People → select user → Team/People Profile
  • Step 2: Access and Manage Documents
  • Frequently Asked Questions (FAQ)

Before you begin

Ensure you have Manager permissions to view and manage Documents in the User's Profile.
Managers must have the necessary permissions to access the Documents Tab and add documents.

Step 1: Log in and navigate to User's Profile

  1. Log in to Plumm using a valid Manager account or a user account with permission to manage profiles.

  2. Click on the 9-dot menu at the top left corner of the dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
  6. Navigate to the Documents Tab in the User's Profile.

Step 2: Access and Manage Documents

Documents Tab Visibility

  • Managers can access the Documents Tab only if they have the correct permissions.
  • If you do not have the required permissions, the Documents Tab will not be visible.

Folder Visibility

  • In the Documents Tab, Managers can see only the folders assigned to them under Settings → Documents → User Documents.
  • Only the folders assigned to the Manager will be visible.

Adding Documents

  • Managers can add documents to the Documents Tab.
  • Managers cannot edit or delete documents once they have been added.
  • If a document needs to be updated or removed, the Manager must contact another Manager with the required permissions.

Frequently Asked Questions (FAQ)

1. Who can see the Documents Tab in Plumm?

Managers can see the Documents Tab only if they have the correct permissions. If a Manager does not have the required permissions, they will not be able to view the Documents Tab.
 

2 .Can a Manager edit or delete documents?

No. Managers can add documents but cannot edit or delete them after they have been uploaded. To update or remove a document, another Manager with the correct permissions must perform the action.

 

3. What happens if I cannot see the Documents Tab?

If you cannot see the Documents Tab, it is likely because you do not have the required permissions. Contact another Manager to verify your permissions.