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Add Basic Information to My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can add basic information to My Profile on Plumm. It covers the permissions required for adding basic information, the mandatory fields, and how to update details in My Profile.

In this article

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

Before you begin

  • Ensure you have the required permissions to add basic information to My Profile.
  • Admins and Managers may have the permissions to add basic information for users they manage, while Users and Custom Roles can only add or update their own information if they have the necessary permissions.

Step 1. Log in and navigate to My Profile

  1. Log in to Plumm using a valid Admin, Manager, User, or Custom Role account.
  2. Go to the My Profile section.
  3. In the Basic Information section, you will be able to add or update details, depending on your permissions.

Step 2. Add Basic Information

  1. Admins and Managers who have the correct permissions can add basic information to My Profile.
  2. If you have the necessary permissions, the option to Edit Basic Information will be available.
    • If you do not have the necessary permissions, you will only be able to view the information.
  3. Click on Edit Basic Information to update the details in My Profile.
  4. Fill in the required fields, focusing on the mandatory fields, which include:
    • Preferred Name
    • Date of Birth (DOB)
    • Personal Email
    • Contact No.
  5. After entering the required information, click Save to confirm your changes.

Frequently Asked Questions (FAQ)

1. Who can add basic information in Plumm?

Admins and Managers with the correct permissions can add basic information. If you are a User or have a Custom Role, you can add or update your basic information if you have the necessary permissions.
 

2. What information is mandatory when adding basic information?

The mandatory fields for adding basic information include:
  • Preferred Name
  • Date of Birth (DOB)
  • Personal Email
  • Contact No.

3. Can non-admin users add their own basic information?

Non-admin users can add their own basic information if they have permission to do so within their respective role. If they don’t have the required permission, they will only be able to view their basic information.
This article covers how Admins, Managers, Users, and Custom Roles can add basic information in My Profile, focusing on the mandatory fields and the permissions required.