Add Assets in a User's Profile

Summary

In this article

• Before you begin
• Step 1: Log in and navigate to User's Profile
• Step 2: Add Assets
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you have the required permissions to add Assets.
• Only Managers with the correct permissions can add Assets.

Step 1. Log in and navigate to User's Profile

1. Log in to Plumm using a valid Manager account or a user account with permission to manage profiles.
2. Click on the 9-dot menu at the top left corner of the dashboard.
3. Select Core from the menu.
4. Under the People section, click on My People.
5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
6. In the Assets section, click on the three dots on the right-hand side.

Step 2. Add Assets

• If you have permission, the option Add Asset will be visible.
• If not, the section will be View mode only.

1. Click Add Asset to open the form.
2. Fill in the requested information for the asset, including:
   • Device Type
   • Device Name
   • Serial No.
   • Issued On (optional)
   • Returned On (optional)
3. The mandatory fields for adding an asset are:
   • Device Type
   • Device Name
   • Serial No.
4. Once all required fields are filled, click Save to confirm the asset in the Assets section.

Additional Options:

• You can add multiple Assets by clicking Add Asset and entering the details for each item.
• To remove an asset, click the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can add Assets in Plumm?

1. The mandatory fields for adding Assets include:
   • Device Type
   • Device Name
   • Serial No.

3. Can I add multiple Assets?