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Edit Assets in My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can edit Assets in My Profile on Plumm. It covers the permissions required for Managers and the steps to update the details in the Assets section.


In this article

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

Before you begin

  • Ensure you have the required permissions to edit Assets in My Profile.
  • Admins and Managers with the correct permissions can edit Assets for users they manage, while Users and Custom Roles can edit their own Assets if they have the necessary permissions.

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, locate the Assets section.

Step 2. Edit Assets

  1. Admins and Managers with the correct permissions can edit Assets in My Profile.
  2. If you have the required permissions, the option to Edit Assets will be visible.
  3. Click on Edit Assets to open the section.
  4. The requested information, such as:
    • Device Type
    • Device Name
    • Serial No.
    • Issued On
    • Returned On
  5. will already be filled in.
  6. Update the mandatory fields, including:
    • Device Type
    • Device Name
    • Serial No.
  7. Once you've updated 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 entry.

Frequently Asked Questions (FAQ)

1. Who can edit Assets in Plumm?

  • Admins and Managers with the correct permissions can edit Assets for users they manage.
  • Users and Custom Roles can edit their own Assets if they have the necessary permissions.
 

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.

This article covers how Admins, Managers, Users, and Custom Roles can edit Assets in My Profile, focusing on the mandatory fields and the permissions required.