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Edit Family Member in My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can edit Family Members in My Profile on Plumm. It covers the permissions required, the fields to be updated, and the steps to edit and remove family members.


In this article

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

Before you begin

  • Ensure you have the required permissions to edit Family Members in My Profile.
  • Admins, Managers, Users, and Custom Roles with the correct permissions can edit Family Members.
  • If you do not have the necessary permissions, you will only see the information in View mode and will not be able to make changes.

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. Under the Personal Tab, you will find the Family Members section, where the Family Members details are already listed.

Step 2. Edit Family Member

  1. In the Family Members section, click on the three dots on the right-hand side of the section.
  2. Click on Edit Family Member.
  3. You will see the previously added details, such as:
    • First Name
    • Last Name
    • DOB
    • Gender Identity
    • Email
    • Relation
    • Country
    • Contact No.
  4. Edit the fields as needed and click Confirm to save the changes.
  5. The updated information will now be visible in the Family Members section.

Additional Options

  1. Edit Family Member Visibility:
  2. The Edit Family Member option is only visible if you have the correct permissions. If you are an Admin, Manager, User, or Custom Role with permission, you will see this option. Otherwise, it will be in View mode.
  3. Multiple Family Members:
  4. You can edit multiple family members by repeating the Edit Family Member process.
  5. Delete Family Member:
  6. If you no longer want to keep a family member, you can remove them by clicking the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can edit Family Members in Plumm?

  • Admins, Managers, Users, and Custom Roles with the correct permissions can edit Family Members in My Profile.
 

2. What fields can be edited when updating a Family Member?

  • The editable fields include:
  • First Name
  • Last Name
  • DOB
  • Gender Identity
  • Email
  • Relation
  • Country
  • Contact No.

3. Can I edit multiple Family Members?

  • Yes, you can edit more than one Family Member. Simply click Edit Family Member again for each entry you want to update.
 
 

4. How can I delete a Family Member?

  • If you no longer want a family member, you can delete them by clicking the Delete button next to the entry in the Family Members section.

This article covers how Admins, Managers, Users, and Custom Roles can edit Family Members in My Profile, focusing on the permissions required, the fields to be updated, and how to add or remove family members.