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Access and Manage Documents in User's Profile

Summary

This article explains how Admins can access and manage Documents in a User's 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 9 dot menu then click on Core, and click on My People under People section. Then click on a user's name, and from there, you can go to the Team/People Profile section.
  • Step 2: Access and Manage Documents
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have Admin permissions to view and manage Documents in the User's Profile.
  • Admins 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 Admin account.
  2. Click on the 9-dot menu at the top left corner of your dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on a user's name, and from there, you can go to the Team/People Profile section.
In the User's Profile, you will see a Documents tab.

Step 2. Access and Manage Documents

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.
Folder Visibility:
  • In the Documents Tab, Admins can see the folders assigned to them under Settings > Documents > User Documents.
  • Only the folders that are assigned to the Admin will be visible.
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 would 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.