How to manage beneficiary: add, delete, edit

How to manage beneficiary: add, delete, edit

A user has the ability to see a list of all beneficiaries, to add new beneficiary and to edit or delete current beneficiary.

To add a new beneficiary:

  • After login, go to the Beneficiaries section
  • From the right menu above the list, click on New Beneficiary
  • Now you can see tabs of different files you’ve created before.
  • Fill all info in all files
  • Save and go back to beneficiaries list to see the newly added beneficiary
  • You must fill all required fields that are marked with an asterisk

 

 

 

 

 

 

 

 

 

 

 

 

 

To delete a beneficiary:

  • Go to beneficiaries section
  • Click on settings located on the right menu of the beneficiary you want to delete
  • Click on delete from the dropdown list
  • Confirm deletion

 

To edit a beneficiary:

  • Go to beneficiaries section
  • Click on settings located on the right menu of the beneficiary you want to edit
  • Click on edit
  • Now you can edit any field you want
  • Click on save to save your changes
  • Now you can see your changes on the beneficiaries section

 

 

 

 

 

 

 

 

Related knowledge base

  • Advanced Beneficiaries Management

    Tahaki “Advanced Beneficiaries Management” module allows civil society organizations, that have beneficiaries (dynamic – unlimited number of fields) to manage this database.

  • How can add a field to an existing beneficiary profile

    To add a field to an existing beneficiary profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from  the list Now from the right...

  • How to remove a field from an existing beneficiary profile

    To remove a field from an existing beneficiary profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from  the list Now choose the...

  • Insight collection mobile app

    Civil society organization will have a mobile application published to Apple and Google stores allowing users to: Report issues based on simple preset templates Access awareness information including text, images...