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Managing Schemes: Overview

To manage a scheme you will first of all need to log in and ensure you are on the home page.

 

Once you are on the home page, you can follow the following steps to manage a scheme:

 

  1. Find "Scheme Management" under the "Action Lists" heading.
  2. Search for the scheme you are wanting to manage.
  3. Click the pencil icon when you find the scheme you are looking for.
  4. From here you can edit the details for the scheme and also view the member who are a part of this.
  5. To edit the details, just make the changes and click save.
  6. To edit the user side of the scheme, click view members and make the changes to the users you are wishing to edit within the scheme.

 

 

 

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