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 disabled by default, but you can turn this on for any users you want to have access to this functionality.
Step-by-step guide
- From the home page, go to the System Configuration module.
- Go to the Security sub-module.
- 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 expand the permissions.
- Scroll down to the Eligibility Management section and tick/untick 'Approve eligibility documents'.
- Click on 'Update'.