Create Default Entitlement Manager
Description
This guide provides steps to create the default entitlement manager.
Pre-requisites
The user must have the Program Administrator role.
Steps
Navigate to Programs using the menu bar.
Click on Configuration.
Select Default Entitlement Managers from the drop-down list.
In the Entitlement Managers view, click on Create.
Enter the details.
Name: Enter the name of the manager.
Program: Select the program from the drop-down list
Amount Per Cycle: Enter the amount per cycle.
Amount Per Individual in Group: Enter the amount each individual in the group is entitled to.
Currency: Enter the currency used for transactions.
Maximum Number of Individual in Group: Enter the maximum number of group members.
Transfer Fee (%): Enter the percentage of fees required for carrying out the transactions.
Transfer Fee Amount: Enter the amount required for carrying out the transactions.
Entitlement Validation Group: Select the validation group from the drop-down list.
If you wish to add multiple managers for entitlement approval then click on Add a Line in the Approval Settings section_._
Note: This step and the next step should be skipped if multiple managers are not required for entitlement approval.
In Approval Settings, enter a name for the stage, and select the Group from the drop-down list.
Click on Save.
The manager gets added to the list of Entitlement Managers.
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