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Add Basic Information to a Team's Profile

Summary

This article explains how to add the basic information in a user's profile on Plumm. It covers the permissions for admins and how to fill in the mandatory details when adding basic information.


In this article

  •  Before you begin
  • Step 1: Log in and navigate to User's Profile
  • Step 2: Add Basic Information
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to add a user’s basic information.
  • If an admin user has permission, only in this case they can add basic information; otherwise, they can only view basic information.
  • Make sure you have the necessary details for adding basic information, such as Preferred Name, Date of Birth (DOB), Personal Email, and Contact No.

Step 1. Log in and navigate to User's Profile

  1. Log in to Plumm using an admin account or a user account with permissions to view and add the profile.
  2. Navigate to the User's Profile section.
  3. In the Basic Information section, click on the three dots on the right-hand side.

Step 2. Add Basic Information

  1. Admin users who have the correct permissions can add basic information. If you have the required permissions, the option to Add/Edit Basic Information will be available.
  2. If you do not have the necessary permissions, you will only be able to view the information.
  3. Click on Add / Edit Basic Information to add the details in the profile.
  4. Fill in the requested details, focusing on the mandatory fields such as:
    • Date of Birth (DOB)
    • Personal Email
    • Contact No.
  5. Once you’ve filled in the required information, click Save.

Frequently Asked Questions (FAQ)

1.Who can add basic information in Plumm?

 If an admin user has permission, only in this case they can add basic information. Otherwise, they can only view the information.
 

2 . What if I can't see the option to add basic information?

 If you don’t have admin permissions, you will only see the information in View mode. You will need to contact an admin for permission to add or edit basic information.
 
 

3. What information is mandatory when adding basic information?

When adding basic information, the mandatory fields include.

  • Preferred Name
  • Date of Birth (DOB)
  • Personal Email
  • Contact No.

4. What information is mandatory when adding basic information?

 Non-admin users can only add their own basic information if they have permission to add basic information in their respective role. If they do not have the required permission, they can only view the information.

 
This article covers how admins can add basic information in a user’s profile, focusing on the mandatory fields and permissions required