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

 

 

 

 

 

 

 

 

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