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Add Category in TrustLine Settings

Summary

 This guide explains how Admin users can add categories in the TrustLine settings. Categories are used when filing cases in TrustLine and must be assigned specific details, such as category name and owner.

In this article

  • Before you begin
  • Step 1: Access TrustLine Settings
  • Step 2: Add a New Category
  • Step 3: Use the Category When Filing a Case
  • Step 4:Delete a Category
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need to have an Admin role with the necessary permissions to add categories in TrustLine.
  • Ensure that your account has the appropriate permissions to access TrustLine and manage Categories.

Step 1. Access TrustLine Settings

  1. Log in to your Plumm account with your genuine credentials.
  2. Go to the Admin tab on the dashboard.
  3. In the Admin tab, select TrustLine.
  4. Click on Settings.
  5. Under Settings, click on Categories.

Step 2. Add a New Category

  1. In the Categories section, click on the Add Category button.
  2. You will be prompted to enter the following mandatory details:
    • Category Name
    • Category Owner
    • Representative
  3. Fill in the requested information and click on the Confirm button.
  4. The newly added category will now be displayed in the grid, where you can see all the details entered.

Step 3. Use the Category When Filing a Case

  1. To use the newly added category when filing a case, go to the TrustLine section.
  2. Click on Open TrustLine and select New Case.
  3. In the Category field, you will see the newly added category and can select it while filing the case.

Step 4. Delete a Category

  1. If you want to remove a category, click on the Delete option next to the category name in the grid.
  2. Confirm the deletion when prompted.
  3. The deleted category will no longer be available when filing cases in TrustLine.

Frequently Asked Questions (FAQ)

1.Who can add categories in TrustLine?

Only Admin users with the necessary permissions can add categories in TrustLine. If the Admin does not have permission, they will not see the Add Category option or the TrustLine section.
 

2. What information is required to add a category?

When adding a category, the Admin must fill in the Category Name, Category Owner, and Representative fields. All of these are mandatory.

3.Can I delete a category once it’s created?

 Yes, Admin users can delete a category if it is no longer required. Deleting a category removes it from the available options when filing cases.
 
 

4.Can I assign any user as the Category Owner?

 Yes, Admin users can assign any user as the Category Owner when creating or editing a category.

 

This guide should assist you in adding and managing categories within the Plumm platform. If you encounter any issues with permissions or need further assistance, please contact your HR or system administrator.