# Create Phone Number Eligibility Manager This guide provides the step-by-step instructions to create a Phone Number Eligibility Manager. ## Prerequisites A user should have a Program Manager role to create a Phone Number Eligibility Manager. Note: Refer ***Create User and Assign Role*** user guide to know how to assign role for a User. ## Procedure 1. Click the main menu ![](/files/xKhS7qdJDqpzfMgT2JTm) and select ***Programs***. 2. The ***Programs*** screen is displayed.

3. Click the ***Configuration*** tab and then select the ***Phone*** ***Number Eligibility Managers**.*

4. ***Phone Number Eligibility Managers*** screen is displayed.

***Phone Number Eligibility Managers*** screen provides dashboard view which lists all the Manager Names and the Program list. In ***Phone Number Eligibility Managers*** screen, the available features and their descriptions are:

Feature	Description
Create	Click the Create button to create new phone number eligibility manager
	Click the Export All button to download the details in excel format
<	Click the Left arrow to go the previous screen
>	Click the Right arrow to go the next screen
Filters	Click the Filters link and then select Add Customer Filter. Add Customer Filter The advanced filter option allows you to define conditions and criteria to refine the search results. Select the Add Customer filter and then select the appropriate option in the first drop-down to display the specific data based on the option selected. Select the criteria in second and third drop-down to refine the search results. Click the Apply button to display the data based on the search Note: To enhance the search, click the Add a condition* button and follows the steps given in Add Customer Filter option*
Group By	Click the Group By link and select the option Program The Default Managers are grouped below each program Click the Group By link, select Add Custom Group and then select the appropriate options in the drop-down to display the specific data based on the option selected. Click the Apply button to display the data based on the search
Favorites	Click the Favorites link, select Save current search and then check the appropriate options. The valid values are: Use by default Share with all users Click the Save button to display the data based on the search Click the Import records. Import a file screen is displayed. Click the Upload file button, navigate to the file, and import the file in excel or CSV format Click the Cancel button to exit the screen
Search	This field is filled when the available option are selected in Filers, Group By, Favorites

5. Click the ***Create*** button. The ***Phone Number Eligibility Managers/New*** screen is displayed.

In ***Phone Number Eligibility Managers/New*** screen, the features and their descriptions are:

Feature	Description
Name	Enter the name of the eligibility manger
Program	Select the program name from the drop-down for which the eligibility manager is created

6. Click the ***Save*** button to save the eligibility manager and it will be listed under the eligibility manager list view page. 7. Click the ***Discard*** button to discard the changes and go back to ***Phone Number Eligibility Managers*** list view page. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.openg2p.org/products/pbms/previous-generation/functionality/eligibility/user-guides/create-eligibility-manager-1/create-phone-number-eligibility-manager.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.