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

  • How a record a beneficiary to a service

    To a record a beneficiary to a service: After login, go to services section Choose the service to record a beneficiary in, and click on the ‘+’ icon on the...

  • How to filter beneficiaries

    To filter beneficiaries:  After login,  go to Beneficiaries section On top labels, click on any label containing the filter icon (meaning filter by this label is available) After loading, filtered...

  • 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 see all provided services by beneficiary , by date, by service name

    To see all provided services by beneficiary , by date, by service name: After login, go to Services section On the right top menu, click on provided services Flip among...