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Edit Domestic Details and Dependent Information in My Profile

Summary

 This article explains how Admins, Managers, Users, and Custom Roles can edit Domestic Details and Dependent Information in My Profile on Plumm. It covers the permissions required for editing these details and how to update the fields.

In this article

  • Before you begin
  • Step 1: Log in and navigate to My Profile
  • Step 2: Edit Domestic Details
  • Step 3: Edit Dependent Information
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to edit Domestic Details and Dependent Information in My Profile.
  • Admins and Managers may have permissions to edit these details for users they manage.
  • Users and Custom Roles can only edit their own Domestic Details and Dependent Information 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 the My Profile section.
  3. In the My Profile section, scroll down to the Domestic Details area.

Step 2. Edit Domestic Details

  1. Admins and Managers with the correct permissions can edit Domestic Details in My Profile.
  2. If you have the necessary permissions, the option to Edit Domestic Details will be available.
  3. Click on Edit Domestic Details to open the section.
  4. Fill in or update the required fields, such as:
    • Address
    • Country
    • Postal Code
    • TimeZone
  5. Once you've updated the mandatory fields, click Save to confirm the updates to the Domestic Details.

Step 3. Edit Dependent Information

  1. Below the Domestic Details section, there is another section called Dependents.
  2. Click on the three dots on the right-hand side of the Dependents section.
  3. Select Edit Dependent to edit the dependent information.
  4. The following fields are mandatory when editing a dependent:
    • First Name
    • Last Name
    • Date of Birth (DOB)
    • Gender
  5. After making the necessary changes to the dependent, click Save to confirm the updates.
  6. You can edit more than one dependent by clicking Edit Dependent for each and updating the required fields.
  7. If you no longer want a dependent, you can delete it by clicking the Delete button next to the dependent’s details in the Dependents section.

Frequently Asked Questions (FAQ)

1. Who can edit Domestic Details and Dependent information in Plumm?

  • Admins and Managers with the correct permissions can edit Domestic Details and Dependent Information.
  • Users and Custom Roles can only edit their own Domestic Details and Dependent Information if they have permission to do so.

2. What if I can't see the option to edit Domestic Details or Dependent information?

If you don’t have the correct permissions, you will only be able to view the information. You will need to contact an Admin to request permission to edit Domestic Details or Dependent Information.

3. What information is required when editing Domestic Details?

    The mandatory fields for editing Domestic Details include:
    • Address
    • Country
    • Postal Code
    • TimeZone
     
     

    4. What information is required when editing Dependent information?

    The mandatory fields for editing Dependent Information include:
    • First Name
    • Last Name
    • Date of Birth (DOB)
    • Gender

    5. Can I edit more than one dependent?

    Yes, you can edit more than one dependent by clicking Edit Dependent for each and updating the necessary details.

    6. How can I delete a dependent?

    If you no longer need a dependent, you can delete it by clicking the Delete button next to the dependent’s details in the Dependents section.

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