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Manage and Access TrustLine

Summary

 This guide outlines how Admin users can access and manage TrustLine cases within the Plumm platform. TrustLine allows for the filing of cases regarding company incidents, managed by third-party representatives.

In this article

  • Before you begin
  • Step 1: Access TrustLine
  • Step 2: Create a New Case
  • Step 3: Verify Your Email Address
  • Step 4: Managing Representatives and Categories
  • Step 5: Follow Up on a Case
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need to have an Admin role to manage TrustLine cases, if you have the necessary permissions.
  • You must have an active and genuine Plumm account to access TrustLine features.

Step 1. Access TrustLine

  1. Log in to your Plumm account with your genuine credentials.
  2. Navigate to the People section in the dashboard.
  3. Click on TrustLine.
  4. Select Open TrustLine, which will open TrustLine in a new tab.

Step 2. Create a New Case

  1. In the TrustLine tab, click on New Case.
  2. Fill in the required fields:
    • Category (mandatory)
    • Details (mandatory)
    • Attachment (optional)
  3. After filling in the mandatory information, click Next.
  4. Enter your Personal Email Address.
  5. Click Submit to proceed.

Step 3. Verify Your Email Address

  1. You will receive an email at the address you provided.
  2. Open the email and click the Verify my Email button.
  3. After verification, you will be redirected to a page displaying your Case Number and the details you added while filing the case.

Step 4.Managing Representatives and Categories

  1. To manage categories, go to TrustLine Settings in the Admin tab.
  2. Click Add Category to create new categories that will appear when filing a case.
  3. Representatives handling cases can be managed in the Manage Cases section. This section is accessible only by representatives assigned to cases.


Step 5. Follow Up on a Case

  1. If you need to follow up on a case, simply return to the TrustLine section.
  2. Click on Follow up on a Case and choose the relevant case.
  3. You can view updates and communicate directly with the representative assigned to your case.

Frequently Asked Questions (FAQ)

1.Who can create a case in TrustLine?

Only users with the Admin role can create and manage cases in TrustLine, if they have the necessary permissions.

2.Can I add attachments when creating a case?

Yes, you can add an attachment, but it is an optional field. The Category and Details fields are mandatory.
 
 

3. What happens after I submit a case?

After submission, you will receive a verification email. Once verified, you can view your case number and case details.

5. How do I manage cases or assign representatives?

Only representatives assigned to cases can use the Manage Cases option. Admins can manage representatives and categories in the TrustLine Settings section.

6. What is the purpose of TrustLine?

TrustLine is used for filing cases regarding issues that occur within the company. Admin users can file cases, which are then handled by third-party representatives.
 

This guide should help you manage and track TrustLine cases efficiently. If you need further assistance, feel free to reach out to your HR or system administrator.