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Edit Basic Information in My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can edit basic information in My Profile on Plumm. It covers the permissions required for each role, the mandatory details that must be filled in, and how to update basic information in the profile.


In this article

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

Before you begin

  • Ensure you have the required permissions to edit basic information in My Profile.
  • Admins and Managers may have permissions to edit basic information for users they manage.
  • Users and Custom Roles can only edit their own basic information if they have permission to do so.

Step 1. Log in and navigate to My Profile

  1. Log in to Plumm using a valid account (as Admin, Manager, User, or Custom Role).
  2. Go to the My Profile section.
  3. In the Basic Information section, click on the Edit option (if available).

Step 2. Edit Basic Information

  1. Admins and Managers with the correct permissions can edit basic information in My Profile. If you have the required permissions, the option to Edit Basic Information will be available.
  2. Users and Custom Roles can edit their own basic information if they have permission to do so.
  3. Fill in the mandatory fields, which include:
    • First Name
    • Last Name
    • Work Email
    • Preferred Name
    • Date of Birth (DOB)
    • Personal Email
    • Contact No.
  4. Once you’ve updated all the required fields, click Save to confirm your changes.

Frequently Asked Questions (FAQ)

1. Who can edit basic information in Plumm?

Admins, Managers, Users, and Custom Roles can edit basic information based on their permissions:
  • Admins and Managers can edit basic information for users they manage.
  • Users and Custom Roles can edit their own basic information if they have the appropriate permissions.

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

If you do not have the required permissions to edit basic information, you will only see the information in View mode. Contact an Admin to request permission to edit basic information.

3. What information is mandatory when editing basic information?

    The mandatory fields for editing basic information 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 role. If they do not have the required permission, they can only view the information.

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