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Access and Manage Personal Tab in Team/People Profile

Summary

 This article explains how to access and manage the Personal Tab in the Team/People Profile on Plumm. It covers the sections available in the Personal Tab and the ability to add, edit, and delete details, including the Add Dependent option when adding Domestic Details.


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 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 that can be edited by admins.

Step 1.Log in and navigate to Team/People Profile

  1. Log in to Plumm using a valid user 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.
Upon landing on this page, you will see the Personal Tab at the top left corner of the page.

Step 2. Access and Manage Personal Tab

In the Personal Tab, you will find mainly 4 sections:
  • Basic Information
  • Domestic Details
  • Personal Summary
  • Emergency Contacts
The Add Dependent option is only visible when adding Domestic Details.
As an admin, you can add, edit, and delete the details in these sections.
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

2 . When is the Add Dependent option visible?

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

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

Yes, as an admin, you can add, edit, and delete the details in these sections.

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.