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Edit Assets in a User's Profile

Summary

 This article explains how to edit Assets in a user's profile on Plumm. It covers the permissions required for Admins and how to update the details in the Assets section.


In this article

  • Before you begin
  • Step 1: Log in and navigate to 9 dot menu then click on Core, and click on My People under People section. Then click on a user's name, and from there, you can go to the Team/People Profile section.
  • Step 2: Edit Assets
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to edit Assets.
  • Only Admins with the correct permissions can edit Assets.

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

  1. Log in to Plumm using a valid Admin account.
  2. Click on the 9-dot menu at the top left corner of your dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on a user's name, and from there, you can go to the Team/People Profile section.
In the Assets section, click on the three dots on the right-hand side.

Step 2: Edit Assets

    Admin users with the correct permissions can edit Assets.
    • If you have the required permissions, the option to Edit Assets will be visible.
    • If you do not have the necessary permissions, you will only be able to view the information.
    The requested information, such as:
    • Device Type
    • Device Name
    • Serial No.
    • Issued On
    • Returned On
    Will already be filled in.
    Click on Edit Assets to update the profile.
    Update the mandatory fields, including:
    • Device Type
    • Device Name
    • Serial No.
    Once you’ve updated all the required fields, click Save to confirm the changes in the Assets section.
     

    Additional Options

    • You can edit more than one Asset by clicking Edit Assets and updating the relevant details for each item.
    • If you no longer need an asset, you can remove it by clicking the Delete button next to the asset.

    Frequently Asked Questions (FAQ)

    1. Who can edit Assets in Plumm?

    Admins with the correct permissions can edit Assets.
     

    2 .  What fields are required when editing Assets?

    The mandatory fields for editing Assets include:
    • Device Type
    • Device Name
    • Serial No

    3.  Can I edit multiple Assets?

    Yes, you can edit more than one Asset by clicking Edit Assets and entering the relevant details for each item.
     
     

    4. How can I delete an Asset?

    If you no longer need an asset, you can delete it by clicking the Delete button next to the entry.