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Access and Manage Personal Tab in My Profile

 

Summary

 This guide explains how to view and manage email-related audit logs in Plumm. Administrators can track email events such as when emails were opened, clicked, delivered, or bounced. It also covers search, filter, and download functionalities, and how to access detailed email information by selecting individual records.
 

 

In this article

  • Before you begin
  • Step 1: Log in and navigate to My Profile
  • Step 2: Access and Manage Personal Tab
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to view and manage the details in the Personal Tab.
  • The Personal Tab contains various sections, and the ability to edit these sections depends on your role:
    • Admins and Managers may have full access to these sections for users they oversee.
    • Users and Custom Roles can access and manage only their own profile.

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 the My Profile section.
  3. Upon landing on the page, you will see the Personal Tab at the top left corner.

Step 2. Access and Manage Personal Tab

  1. In the Personal Tab, you will find the following sections:
    • Basic Information
    • Domestic Details
    • Personal Summary
    • Emergency Contacts
    • Family Member
  2. Add Dependent:
    • The Add Dependent option is only visible when you are adding or editing Domestic Details.
    • Admins and Managers with the correct permissions can add, edit, and delete details in these sections.
  3. Once you add or update the information, click Save to confirm your changes.

Frequently Asked Questions (FAQ)

1. What sections are available in the Personal Tab?

The Personal Tab contains the following sections:
    • Basic Information
    • Domestic Details
    • Personal Summary
    • Emergency Contacts
    • Family Member
 

2. When is the Add Dependent option visible?

The Add Dependent option is only visible when you are adding or editing Domestic Details.

3. Can I add, edit, and delete details in the Personal Tab?

Yes, Admins and Managers with the appropriate permissions can add, edit, and delete details in these sections. Users and Custom Roles can only manage their own profile.
 
 

4. What is the Dependents section in the Personal Tab?

The Add Dependent option appears when you are adding Domestic Details. It allows you to manage dependent information for the user.
This article covers how to access and manage the Personal Tab in My Profile on Plumm, including the available sections, the ability to update details, and how to manage dependents.