Add Assets in My Profile

Summary

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In this article

• Before you begin
• Step 1: Open your profile
• Step 2: Add a device
• Step 3: Edit or delete a device
•  Frequently Asked Questions (FAQ)

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Before you begin

• Have a Plumm account
• Be able to access your profile
• Have permission to view or edit devices
• Ensure your company does not use Tech Add-ons (if Tech Add-ons are active, the Device section will not appear in profile)

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Step 1. Open your profile

• Log in to your Plumm account
• Click your profile icon on the top-right of the dashboard
• In the pop-up, click Profile
• Your My Profile page will open
• Click on the Work tab (second tab)
• Scroll to the fourth section titled Device

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Step 2. Add a device

• Hover over the Device section
• Click the three-dot icon (⋮) that appears
• Select Add Device
• Fill in the following fields in the pop-up:
  • Device Type (multi-type of device)
  • Device Name
  • Serial Number
  • Issued on
  • Returned on
  • Details
• Click Save
• The device will appear in your device list
• To add more devices, repeat the process

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Step 3. Edit or delete a device

• Hover over the device in the grid
• Click the three-dot action button (⋮)

To edit:

• Select Edit
• Update the fields as needed
• Click Save

To delete:

•  Select Delete
•  Confirm the deletion
•  The device will be removed from the list

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Frequently Asked Questions (FAQ)

1. Why don’t I see the Device section?

If your company uses Tech Add-ons, the Device section will not appear. You also need permission to view devices.
Yes. You can add and manage multiple devices from the Device section.

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3. What happens if I delete a device?

4.  Who can edit or delete a device?

Only users with edit permissions can make changes to device records.