Edit Assets in a User's Profile

Summary

In this article

• Before you begin
• Step 1: Log in and navigate to 9-dot menu → Core → My People → select user → Team/People Profile
• Step 2: Edit Assets
•  Frequently Asked Questions (FAQ)

Before you begin

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

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

1. Click Edit Asset to open the existing asset details.
2. The requested information, such as:
   • Device Type
   • Device Name
   • Serial No.
   • Issued On (optional)
   • Returned On (optional)
   • will already be filled in.
3. Update the mandatory fields:
   • Device Type
   • Device Name
   • Serial No.
4. Once all required fields are updated, click Save to confirm the changes in the Assets section.

Additional Options:

• You can edit multiple Assets by clicking Edit Asset for each item and updating the relevant details.
• To remove an asset, click the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can edit Assets in Plumm?

1. Mandatory fields:
   • Device Type
   • Device Name
   • Serial No.

3. Can I edit multiple Assets?