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Edit Essential Record in a User's Profile

Summary

 This article explains how to edit Essential Records in a user's profile on Plumm. It covers the permissions required for Admins and the steps to update the fields in the Essential Records 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 Essential Record
  • Frequently Asked Questions (FAQ)

Before you begin

Ensure you have the required permissions to edit Essential Records.
Only Admins with the correct permissions can edit Essential Records.
Make sure you have the required details to update the Essential Records section, such as:
  • Biometric Resident Permit
  • National ID
  • Passport
  • Proof of Address
  • Qualification
  • Resume/CV
  • Right to Work
  • Other

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 Essential Records section, click on the three dots on the right-hand side.

Step 2.Edit Essential Record

    Admin users with the correct permissions can edit Essential Records.
    • If you have the required permissions, the option to Edit Essential Record will be visible.
    • If you do not have the necessary permissions, you will only be able to view the information.
    Before you edit Essential Records, you will see one type of record already added.
    To update the record, click on Edit Essential Record.
    The document types that can be added for record include:
    • Biometric Resident Permit
    • National ID
    • Passport
    • Proof of Address
    • Qualification
    • Resume/CV
    • Right to Work
    • Other
    For each selected document, an attachment is mandatory.
    Once you’ve made the necessary changes, click Save to confirm the Essential Record.
     

    Additional Options

    • You can edit more than one Essential Record by clicking Edit Essential Record and updating the relevant details for each document.
    • If you no longer need a record, you can delete it by clicking the Delete button next to the entry.

    Frequently Asked Questions (FAQ)

    1. Who can edit Essential Records in Plumm?

    Admins with the correct permissions can edit Essential Records.
     

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

    3.  What information is required when editing Essential Records?

     The mandatory fields for editing Essential Records include:
    •  Document Type
    • Attachment (mandatory for each document selected)

     4. Can I edit multiple Essential Records?

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

    5. Can I delete an Essential Record?

    Yes, you can delete any Essential Record by clicking the Delete button next to the entry.