This guide shows you how to add and manage Trust Line Categories
- Begin by accessing the "Trust Line" category management feature within the admin section of the Plumm platform.
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Once you are in the "Trust Line" settings, navigate to the "Settings" tab, which is where you can manage trust line categories and reminders.
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Focus on the "Categories" section. Here, you will find the list of current active categories that are already added to the Trust Line feature.
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To edit an existing category, locate the three dots (...) next to the category you want to modify. Click on these dots to reveal editing options.
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When editing a category, a pop-up window will appear, allowing you to make necessary changes. Update the category information as needed and, if necessary, add a reason for the modification.
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If you wish to delete a category, click the "Delete" button next to the category's details. You will be prompted to confirm your decision to remove the category.
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To add a new category to the Trust Line feature, simply click on the "plus" icon. This action will initiate the process of creating a new category.
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When adding a new category, provide essential details such as the category's name, owner, and representative.
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Confirm your entries, and your new category will be successfully added to the Trust Line feature.