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Add Single User

Summary

 Add a new team member to Plumm in one streamlined flow—upload documents, fill in their details, assign roles or tasks, and send a customised invite—all from a single interface.

In this article

  • Before you begin
  • Step 1: Add a new user
  • Step 2: Complete each tab (Documents, Details, Assign, Invitation)
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Admins with appropriate permissions can complete these steps for adding user.
  • This process is for adding one user at a time.

Step 1. Add a new user

  1. Go to People > Add User
  2. Click Add Single User
  3. A multi-tab interface will open with the following tabs: Documents, Details, Assign, Invitation

Step 2. Complete each tab

Documents
  1. Upload documents such as CV, resume, offer letter, or contract
  2. These files will be saved in the user’s personal folder
Details
  1. Enter the user’s basic personal information (e.g., name, email)
  2. Fill in job-related fields such as role, department, and start date
Assign
  1. Select assignments or onboarding tasks from the dropdown options
  2. Assignments will auto-fill based on selected roles but can be edited
Invitation
  1. Write a customised welcome message (optional)
  2. Choose to send the invite immediately or schedule it for later
  3. Click Send Invitation to complete user setup

Frequently Asked Questions (FAQ)

1.Can I upload multiple documents for a user?

Yes, you can upload multiple documents to the user’s Personal Folders, and they will be saved automatically in the selected folder.
 

2. Are all fields in the Details step mandatory?

No, only a few fields are mandatory. The rest can be filled out according to the organization’s requirements.

3.What happens when I activate the Global Settings toggle in the Assign to step?

 Enabling this option will automatically apply available settings from the user’s profile and assign them certain permissions or access based on the pre-configured settings.

 

4.Can I schedule the sign-up invitation for a later date?

Yes, you can choose to send the invitation immediately, on the user's start date, or schedule it with a specific date, time, and time zone.

This article outlines the steps involved in setting up a user profile, from uploading documents to sending invitations. Let me know if you need further clarification or any adjustments!