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Edit Basic Information in a User's Profile

Summary

 This article explains how to edit the basic information in a user's profile on Plumm. It covers the permissions required for admins to edit the basic information and the mandatory details to be filled in.


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 Basic Information
  • Frequently Asked Questions (FAQ)

Before you begin

Ensure you have the required permissions to edit a user’s basic information.
If an admin user has permission, only in this case they can edit basic information; otherwise, they can only view basic information.
Make sure you have the necessary details to update the basic information, such as:
  • First Name
  • Last Name
  • Work Email
  • Preferred Name
  • Date of Birth (DOB)
  • Personal Email
  • Contact No.

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

  1. Log in to Plumm using a valid user 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 Basic Information section, click on the three dots on the right-hand side.

Step 2. Edit Basic Information

Admin users with the correct permissions can edit basic information.
  • If you have the required permissions, the option to Edit Basic Information will be available.
  • If you do not have the necessary permissions, the information will only be in View mode.
Click on Edit to update the profile.
Fill in the requested details, focusing on the mandatory fields such as:
  • First Name
  • Last Name
  • Work Email
  • Preferred Name
  • Date of Birth (DOB)
  • Personal Email
  • Contact No.
Once you’ve filled in the required information, click Save.

Frequently Asked Questions (FAQ)

1.Who can edit basic information in Plumm?

Admin users who have the correct permissions can edit basic information. If you do not have the correct permissions, you will only be able to view the information.
 

2 . What if I can't see the option to edit basic information?

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 basic information.
 
 

3. What information is mandatory when editing basic information?

When editing basic information, the mandatory fields include:

  • First Name
  • Last Name
  • Work Email
  • Preferred Name
  • Date of Birth (DOB)
  • Personal Email
  • Contact No.

4. Can non-admin users edit their own basic information?

Non-admin users can only edit their own basic information if they have permission to do so in their respective role. If they do not have the required permission, they can only view the information.