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Access and Manage Documents in My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can access and manage Documents in My Profile on Plumm. It covers the permissions required for Admins to view, add, and manage documents in the Documents Tab, 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 My Profile
  • Step 2: Access and Manage Documents
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to view and manage Documents in My Profile.
  • Admins must have the necessary permissions to access the Documents Tab and add documents.

 

Step 1. Log in and navigate to My Profile

  1. Log in to Plumm using a valid user account (as Admin, Manager, User, or Custom Role).
  2. Go to My Profile.
  3. In My Profile, you will see the Documents Tab.

Step 2. Access and Manage Documents

  1. Documents Tab Visibility:
    • Admins can access the Documents Tab if they have the correct permissions.
    • If they do not have the necessary permissions, they will be unable to see the Documents Tab.
  2. Folder Visibility:
    • In the Documents Tab, Admins can see the folders that have been assigned to them under Settings > Documents > User Documents.
    • Only the folders assigned to the Admin will be visible.
  3. Adding Documents:
    • Admins can add documents to the Documents Tab.
    • Admins cannot edit or delete documents once they have been added.

Frequently Asked Questions (FAQ)

1. Who can see the Documents tab in Plumm?

Admins can see the Documents Tab if they have the correct permissions. If an Admin does not have the necessary permissions, they will not be able to view the Documents Tab.
 

2. Can an Admin edit or delete documents?

Admins can add documents but cannot edit or delete them after they have been uploaded. If a document needs to be updated or removed, the admin will need to contact another Admin for help.

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

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

 
This article covers how Admins, Managers, Users, and Custom Roles can access, add, and manage Documents in My Profile, focusing on the permissions required and the available features in the Documents Tab.