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Add Family Member in My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can add Family Members to My Profile on Plumm. It covers the permissions required to add family members, the mandatory fields to be filled, and the process to add and remove family members.

In this article

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

Before you begin

  • Ensure you have the required permissions to add Family Members in My Profile.
  • Admins, Managers, Users, and Custom Roles with the correct permissions can add Family Members.
  • If you do not have the necessary permissions, the Add Family Member option will not be visible, and you will only be able to view the information.

Step 1. Log in and navigate to My Profile

  1. Log in to Plumm using a valid user account (as Admin, Manager, User, or Custom Role).
  2. Go to My Profile.
  3. In My Profile, under the Personal Tab, you will find the Family Members section.

Step 2. Add Family Member

  1. In the Family Members section, click on the three dots on the right-hand side of the section.
  2. Click on Add Family Member.
  3. You will see the following requested information (which are mandatory fields):
    • First Name
    • Last Name
    • DOB (Date of Birth)
    • Gender Identity
    • Email
    • Relation
    • Country
    • Contact No.
  4. Fill in all the requested details and click Confirm.
  5. After confirming, you will see the information added in the Family Members section.

Additional Options

  • Add Family Member Visibility:
  • The Add Family Member option is only visible if you have the correct permissions. If you are an Admin, Manager, User, or Custom Role with permission, you will see this option. Otherwise, you will only see the information in View mode.
  • Multiple Family Members:
  • You can add multiple family members by repeating the Add Family Member process.
  • Delete Family Member:
  • If you no longer want to keep a family member, you can remove them by clicking the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can add Family Members in Plumm?

  • Admins, Managers, Users, and Custom Roles with the correct permissions can add Family Members in My Profile.
 

2. What fields are required when adding a Family Member?

  •  The mandatory fields for adding a Family Member include:
  • First Name
  • Last Name
  • DOB
  • Gender Identity
  • Email
  • Relation
  • Country
  • Contact No.

3. Can I add more than one Family Member?

  • Yes, you can add multiple family members. Simply click Add Family Member again and enter the relevant details.
 
 

4. How can I delete a Family Member?

  • You can remove a family member by clicking the Delete button next to the entry in the Family Members section.

This article covers how Admins, Managers, Users, and Custom Roles can add Family Members in My Profile, focusing on the permissions required, the fields to be filled, and the ability to add or remove family members.