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Add Essential Record in a User's Profile

Summary

 This article explains how to add Essential Records in a user's profile on Plumm. It covers the permissions required for Admins and the fields to be filled when adding Essential Records, including the mandatory attachment for each document.


In this article

  •  Before you begin
  • Step 1:   Log in and navigate to User's Profile
  •  Step 2:   Add Essential Record
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to add Essential Records.
  • Only Admins with the correct permissions can add Essential Records.

Step 1.Log in and navigate to User's Profile

  1. Log in to Plumm using a valid Admin account.
  2. Navigate to the User's Profile section.
  3. In the Essential Records section, click on the three dots on the right-hand side.

Step 2.Add Essential Record

  1. Admin users with the correct permissions can add Essential Records. If you have the required permissions, the option to Add Essential Record will be visible.
  2. Click on Add Essential Record to add the required details in the profile.
  3. You will see options to add different types of documents, such as:
    • Biometric Resident Permit
    • National ID
    • Passport
    • Proof of Address
    • Qualification
    • Resume/CV
    • Right to Work
    • Other
  4. For each selected document, an attachment is mandatory.
  5. Once you’ve filled in the required fields and uploaded the necessary documents, click Save to confirm the Essential Record.

Additional Options

  1. You can add more than one Essential Record by clicking Add Essential Record and entering the relevant details for each document.
  2. If you no longer need a record, you can remove it by clicking the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can add Essential Records in Plumm?

Admins with the correct permissions can add Essential Records.
 

2 .  What if I can't see the option to add Essential Records?

If you don’t have Admin permissions, you will only see the information in View mode. You will need to contact an Admin for permission to add Essential Records.

3.  What information is required when adding an Essential Record?

The mandatory fields for adding an Essential Record include:
  •  Document Type
  •  Attachment (mandatory for each document selected) 

 

4. Can I add multiple Essential Records?

 Yes, you can add multiple Essential Records by clicking Add Essential Record and entering the relevant details for each document.
 
 

5. How can I delete an Essential Record?

If you no longer need a record, you can delete it by clicking the Delete button next to the entry.
 
 
This article covers how Admins can add Essential Records in a user’s profile, focusing on the mandatory fields and the permissions required.