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Access and Manage Documents in User's Profile

Summary

This article explains how Managers can access and manage Documents in a User's Profile on Plumm. It covers the permissions required for Managers to view, add, and manage documents in the Documents Tab, as well as the visibility rules for folders assigned to the user.

In this article

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

Before you begin

  • Ensure you have Manager permissions to view and manage Documents in the User's Profile.
  • Managers must have the necessary permissions to access the Documents Tab and add documents.

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

  1. Log in to Plumm using a valid Manager account.
  2. Navigate to the User's Profile section.
  3. In the User's Profile, you will see a Documents tab.
  4. In the Documents Tab, Managers can see the folders that have been assigned to them under Settings > Documents > User Documents.

Step 2. Access and Manage Documents

  1. Documents Tab Visibility:
    • Managers can access the Documents Tab if they have the correct permissions. If they do not have the necessary permissions, they will be unable to see the Documents Tab.
  2. Folder Visibility:
    • In the Documents Tab, Managers can see the folders assigned to them under Settings > Documents > User Documents.
    • Only the folders that are assigned to the Manager will be visible.
  3. Adding Documents:
    • Managers can add documents to the Documents Tab.
    • Managers cannot edit or delete documents once they have been added.

Frequently Asked Questions (FAQ)

1.Who can see the Documents tab in Plumm?

Managers can see the Documents Tab if they have the correct permissions. If a Manager does not have the necessary permissions, they will not be able to view the Documents Tab.
 

2. Can a Manager edit or delete documents?

Managers can add documents but cannot edit or delete them after they have been uploaded. If a document needs to be updated or removed, the Manager would need to contact another Manager for help.

3.What happens if I cannot see the Documents tab?

 If you cannot see the Documents Tab, it’s likely because you do not have the required permissions. Contact another Manager to verify your permissions.
 
 

4.How do I download the email audit logs?

Click on the download icon in the upper-right section of the screen to download the email audit logs.


This article covers how Managers can access, add, and manage Documents in a User's Profile on Plumm, focusing on the permissions required and the available features in the Documents Tab.