How to add additional profile for the beneficiaries

To add  additional profile for the beneficiaries:

  • After login, go to Beneficiaries section
  • On top right menu, click on settings
  • On top right menu, click on Add File
  • Now fill all needed fields and use any of the provided fields on the right side
  • Save and see the newly created file in the list

Related knowledge base

  • How to manage household : add, delete, edit

    To add new household:  After login, go to Household section On the right top menu, click on New Household Fill all required fields Save After Save, 2 sections will be added: –...

  • Advanced Reporting and Dashboards

    Tahaki “Advanced Reporting and Dashboards” module allows decision makers in civil society organizations to see the bigger image of the operations by having access to dashboards and advanced reporting functionalities.

  • How to change the structure of the basic beneficiaries profile

    To change the structure of the basic beneficiaries profile: After login, go to the beneficiaries section On top right menu, click on settings Choose the file you want to edit...

  • How to manage surveys : add, delete edit

    How to manage surveys : add, delete edit A user has the ability to see a list of all surveys, to add new survey and to edit or delete current...