Summary
In this guide, we will show you how to allow certain users to upload eligibility documents on behalf of a customer.
Please note: this will be enabled by default BUT they will not be able to approve the document they have uploaded unless they’re a super user. Clients can turn this off for any users they do not want to have access to this functionality.
Step by Step guide
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From the home page, go to the System Configuration module.
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Go to the Security sub module.
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Select the User Role (that has access to the Memberships module) you wish to configure and click on Edit.
- Click on the Membership Module to expend the permissions.
- Scroll down to the Eligibility Management section and tick/untick 'Upload eligibility documents'.
- Click on 'Update'.
Next Step: Enable/Disable 'Approve Eligibility Documents via FOH'.