How to upload an Eligibility document on a behalf of a customer at FOH

Summary

This guide explains how to upload an eligibility document on behalf of a customer.

While customers can upload their proof documents online, some may require assistance. This functionality allows staff members to assist customers by uploading documents for them.

To enable this feature, staff permissions must be configured under System Configuration.

Important Notes:

  • This feature is enabled by default; however, staff members will not be able to approve the uploaded documents unless they have Super User permissions.
  • Clients can disable this functionality for specific users to restrict access.

Step-by-Step Guide

  1. Search for the Customer

    • Use the search function to locate the customer.
    • Click on View to open their profile.
  2. Navigate to the Membership Tab

    • Go to the Membership tab within the customer profile.
    • Locate the membership that requires an eligibility proof document.

      Screenshot 2023-10-19 at 11.44.41.png
  3. Manage Membership

    • Click on Manage Membership.
  4. Upload the Eligibility Document

    • Click on Upload an Eligibility Document.

      Screenshot 2023-10-19 at 11.45.43.png

    • Select the document by clicking Browse, choose the correct file, and then click Upload.

      Screenshot 2023-10-19 at 11.47.45.png

  5. Confirmation Message

    • A pop-up message will confirm that the document has been successfully uploaded.
  6. Approval Process

    • Once the document is uploaded, follow the steps outlined in the "How to Approve an Eligibility Document" guide to complete the approval process.

Additional Notes

 

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