CM Lite - This article explains how to create, edit or delete plan managers.
The Plan Managers page in CM Lite allows you to do a few different things. These include:
Plan management accounts can be linked to a client's service agreement who has the funding management type of registered plan management.
Create plan manager
To create a new plan manager:
- Click the Plan Managers tab.
- Select the New Plan Manager button.
- Enter the new plan manager's details in the relevant fields.
- Once all of the fields have been filled out, select Submit.
Edit plan manager
To edit a plan manager:
- Click the Plan Managers tab.
- Click on the edit icon at the end of the line of the plan manager you want to edit.
- Change the fields that you want to change.
- Click Submit.
Delete plan manager
To delete a plan manager:
- Click the Plan Managers tab.
- Click on the delete icon at the end of the line of the plan manager you want to edit.
- Select Submit in the popup window that appears.