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Add Domestic Details and Dependent Information to My Profile

Summary

 This article explains how Admins, Managers, Users, and Custom Roles can add Domestic Details and Dependent Information in My Profile on Plumm. It covers the permissions required for adding Domestic Details, the mandatory fields, and how to add multiple dependents.

In this article

  • Before you begin
  • Step 1:  Log in and navigate to My Profile
  • Step 2: Add Domestic Details
  • Step 3: Add Dependent Information
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to add Domestic Details and Dependent Information in My Profile.
  • Admins and Managers may have the permission to add these details for the users they manage, while Users and Custom Roles can only add or update their own Domestic Details and Dependent Information if they have the necessary permissions.

Step 1. Log in and navigate to My Profile

  1. Log in to Plumm using a valid account (as Admin, Manager, User, or Custom Role).
  2. Go to the My Profile section.
  3. In the My Profile section, scroll down to the Domestic Details area.

Step 2. Add Domestic Details

  1. Admins and Managers with the correct permissions can add Domestic Details in My Profile.
  2. If you have the necessary permissions, the option to Add Domestic Details will be available.
  3. Click on Add Domestic Details to open the section.
  4. Fill in the requested fields, such as:
    • Address
    • Country
    • Postal Code
    • TimeZone
  5. Once you've filled in the required fields, click Save to add the Domestic Details.

Step 3. Add Dependent Information

  1. In the Domestic Details section, click the three dots on the right-hand side again.
  2. Select Add Dependent to enter dependent information.
  3. The following mandatory fields are required when adding a dependent:
    • First Name
    • Last Name
    • Date of Birth (DOB)
    • Gender
  4. Fill in the required information for the dependent.
  5. After adding the dependent, click Save to confirm the details.
  6. You can add more than one dependent by clicking Add Dependent again and entering the details for additional dependents.
  7. If you no longer need a dependent, you can delete it by clicking the Delete button next to the dependent’s details.

Frequently Asked Questions (FAQ)

1. Who can add Domestic Details and Dependent information in Plumm?

 Only Admins and Managers with the correct permissions can add Domestic Details and Dependent information. Users and Custom Roles can only view or manage their own Domestic Details and Dependent Information if they have the necessary permissions.
 

2. What if I can't see the option to add Domestic Details or Dependent information?

If you don’t have Admin permissions, you will only see the information in View mode. You will need to contact an Admin to request permission to add or edit Domestic Details and Dependent Information.

3. What information is required when adding Domestic Details?

The mandatory fields for adding Domestic Details include:
  • Address
  • Country
  • Postal Code
  • TimeZone

4. What information is required when adding a Dependent?

The mandatory fields for adding a dependent include:
  • First Name
  • Last Name
  • Date of Birth (DOB)
  • Gender

5. Can I add multiple dependents?

 Yes, you can add more than one dependent. Simply click Add Dependent again and enter the details for each additional dependent.

6. How can I delete a dependent?

 If you no longer need a dependent, you can delete it by clicking the Delete button next to the dependent’s details.

This article covers how Admins, Managers, Users, and Custom Roles can add Domestic Details and Dependent Information in My Profile, focusing on the required fields and permissions.