There are 3 types of eligibility managers available that can be created and then can be configured to the program accordingly.
This guide provides the steps to create a default eligibility manager
user should have a Program Manager role.
Navigate to Programs using the menu bar.
Click on Configuration and then on Default Eligibility Manager.
Click Create a button on the default eligibility manager list view page.
Provide the name for the eligibility manager and select the program name from the drop-down for which the eligibility manager is created.
Use +Add filter to set eligibility criteria using Domain Filters. You may specify multiple eligibility criteria.
Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.
This guide provides the steps to create an ID document eligibility manager
user should have a Program Manager role.
Navigate to Programs using the menu bar.
Click on Configuration and then on ID document Eligibility Manager.
Click Create a button on the ID document eligibility manager list view page.
Provide the name for the eligibility manager and select the program name from the drop-down for which the eligibility manager is created.
Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.
This guide provides the steps to create an phone number eligibility manager
user should have a Program Manager role.
Navigate to Programs using the menu bar.
Click on Configuration and then on ID document Eligibility Manager.
Click Create a button on the phone number eligibility manager list view page.
Provide the name for the eligibility manager and select the program name from the drop-down for which the eligibility manager is created.
Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.
