Create, edit, delete plan managers

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:

• Creating a new plan manager
• Editing an existing plan manager
• Deleting a plan manager

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:

1. Click the Plan Managers tab.
2. Select the New Plan Manager button.

3. Enter the new plan manager's details in the relevant fields.
4. Once all of the fields have been filled out, select Submit.

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Edit plan manager

To edit a plan manager:

1. Click the Plan Managers tab.
2. Click on the edit icon at the end of the line of the plan manager you want to edit.

3. Change the fields that you want to change.
4. Click Submit.

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Delete plan manager

To delete a plan manager:

1. Click the Plan Managers tab.
2. Click on the delete icon at the end of the line of the plan manager you want to edit.

3. Select Submit in the popup window that appears.

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