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Add Domestic Details and Dependent Information to a User's Profile

Summary

 This article explains how to add Domestic Details and Dependent information in a user’s profile on Plumm. It covers the permissions required for Managers and the fields to be filled, including the ability to add multiple dependents.

In this article

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

Before you begin

  • Ensure you have the required permissions to add Domestic Details and Dependent information.
  • If a Manager has permission, only in this case they can add Domestic Details and Dependent information; otherwise, they can only view the section.
  • Make sure you have the required details to update the Domestic Details section, such as Address, Country, Postal Code, TimeZone, etc.

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

  1. Log in to Plumm using a valid user account.
  2. Navigate to the User's Profile section.
  3. In the Domestic Details section, click on the three dots on the right-hand side.

Step 2. Add Domestic Details

  1. Managers with the correct permissions can add Domestic Details. If you have the required permissions, the option to Add Domestic Details will be available.
  2. If you do not have the necessary permissions, you will only be able to view the information.
  3. Click on Add Domestic Details to add the required details in the profile.
  4. Fill in the requested details, such as:
    • Address
    • Country
    • Postal Code
    • TimeZone
  5. Once you've filled in the required fields, click Save to add the Domestic Details.

Step 3. Add Dependent Information

  1. In the Domestic Details section, click the three dots on the right-hand side again.
  2. Select Add Dependent to enter dependent information.
  3. The following mandatory fields are required when adding a dependent:
    • First Name
    • Last Name
    • Date of Birth (DOB)
    • Gender
  4. Fill in the required information for the dependent.
  5. After adding the dependent, click Save to confirm the details.
  6. You can add more than one dependent by clicking Add Dependent again and filling in the details for additional dependents.
  7. If you no longer need a dependent, you can delete it by clicking the Delete button next to the dependent’s details.

 

Frequently Asked Questions (FAQ)

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

 If a Manager has permission, only in this case they can add Domestic Details and Dependent information. Otherwise, they can only view the information.
 

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

  1. If you don’t have Manager permissions, you will only see the information in View mode. You will need to contact a Manager for permission to add Domestic Details or Dependent information.
  2. What information is required when adding Domestic Details?
  3. The mandatory fields for adding Domestic Details include:
    • Address
    • Country
    • Postal Code
    • TimeZone

3.What information is required when adding a Dependent?

  1. The mandatory fields for adding a dependent include:
    • First Name
    • Last Name
    • Date of Birth (DOB)
    • Gender
 

4.Can I add multiple dependents?

 Yes, you can add more than one dependent. Simply click on Add Dependent and enter the details for each dependent.

5.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.

This article covers how Managers can add Domestic Details and Dependent information in a user’s profile, including the fields to be filled and the permissions required.