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Edit Category in TrustLine Settings

Summary

This guide explains how Admin users can edit categories in the TrustLine settings. You can update details such as the category name, owner, and representative, along with providing a reason if you need to change the representative.

In this article

  • Before you begin
  • Step 1: Access TrustLine Settings
  • Step 2: Edit a Category
  • Step 3: Use the Edited Category When Filing a Case
  • Step 4: Delete a Category
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need to have an Admin role with the necessary permissions to access and edit categories in TrustLine.
  • Ensure that your account has the appropriate permissions to manage TrustLine settings and categories.

Step 1. Access TrustLine Settings

  1. Log in to your Plumm account with your genuine credentials.
  2. Go to the Admin tab on the dashboard.
  3. Select TrustLine from the Admin tab.
  4. Click on Settings.
  5. Under Settings, click on Categories to access the list of existing categories.

Step 2. Edit a Category

  1. In the Categories section, you will see the list of categories displayed in the grid.
  2. To edit a category, click on the three dots in the right corner of the category you wish to edit.
  3. Two options will appear: Edit and Delete.
  4. Click on Edit.
  5. You will see the following fields pre-filled with the existing details:
    • Category Name
    • Category Owner
    • Representative
  6. You can update any of the pre-filled fields as required.
  7. If you want to change the Representative, you must provide a Reason for the change. This is a mandatory field.
  8. After updating the necessary details, click on the Confirm button.
  9. The updated information will now appear in the grid, and the changes will be reflected.

Step 3. Use the Edited Category When Filing a Case

  1. To use the updated category when filing a case, go to the TrustLine section.
  2. Click on Open TrustLine and then select New Case.
  3. In the Category field, select the edited category.
  4. The updated category will now appear as an option when filing the case.

Step 4. Delete a Category

  1. If you no longer want the category or need to remove it, click on the Delete option from the three dots menu.
  2. Confirm the deletion when prompted.
  3. The deleted category will no longer be available when filing a case in TrustLine.

Frequently Asked Questions (FAQ)

1.Who can edit categories in TrustLine?

Only Admin users with the necessary permissions can edit categories in TrustLine. If the Admin does not have permission, they will not see the Edit option or the TrustLine section.
 

2. What happens if I change the representative of a category?

 If you change the Representative of a category, you must provide a Reason for the change, which is mandatory. This ensures that any modifications are documented.

3.Can I delete a category once it’s created?

 Yes, Admin users can delete any category if it is no longer required. Deleting a category removes it from the available options when filing cases.
 
 

4.Can I make any user the Category Owner?

 Yes, Admin users can assign any user as the Category Owner when editing or creating a category.

This guide should assist you in editing and managing categories within the Plumm platform. If you encounter any issues with permissions or need further assistance, please contact your HR or system administrator.