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
