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Edit Domestic Details and Dependent Information in a User's Profile

Summary

 This article explains how to edit Domestic Details and Dependent information in a user’s profile on Plumm. It covers the permissions required for Managers to edit these details and how to update the fields.

In this article

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

Before you begin

  • Ensure you have the required permissions to edit Domestic Details and Dependent information.
  • If a Manager has permission, only in this case they can edit Domestic Details and Dependent information; otherwise, they can only view the added information.
  • 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. Edit Domestic Details

  1. Managers with the correct permissions can edit Domestic Details. If you have the required permissions, the option to Edit 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 Edit Domestic Details to update the profile.
  4. Fill in the requested details, such as:
    • Address
    • Country
    • Postal Code
    • TimeZone
  5. Once you've updated all the mandatory fields, click Save to confirm the updates.

Step 3. Edit Dependent Information

  1. Below the Domestic Details section, there is another section called Dependents.
  2. Click the three dots on the right-hand side of the Dependents section.
  3. Select Edit Dependent to edit the dependent information.
  4. You can edit more than one dependent by clicking Edit Dependent for each.
  5. If you no longer want a dependent, you can delete it by clicking the Delete button next to the dependent’s information. The Delete option is available only in the Dependents section.
  6. After making the necessary changes or deletions, click Save to confirm.

Frequently Asked Questions (FAQ)

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

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

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

 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 edit Domestic Details or Dependent information.

3.What information is required when editing Domestic Details?

  1. The mandatory fields for editing Domestic Details include:
    • Address
    • Country
    • Postal Code
    • TimeZone
 

4.What information is required when editing Dependent information?

  1. You can edit the dependent’s information such as:
    • First Name
    • Last Name
    • Date of Birth (DOB)
    • Gender

5.Can I edit more than one dependent?

 Yes, you can edit more than one dependent. Simply click Edit Dependent and fill in the details for each dependent.

6.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 in the Dependents section.
 


This article covers how Managers can edit Domestic Details and Dependent information in a user’s profile, focusing on the mandatory fields and the permissions required.