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Manage Benefit Categories
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Benefit Categories are a way by which you will be able to report on the various benefit items. It will help in presenting a summarized view of used/available (75% of Facility Use Benefits have been used, 50% of Event Discounts, 80% of Advertising Benefits used). Default Categories are been seeded into the system: Advertising Benefits, Event Discounts, Facility Use Benefits, Other Money-Saving Benefits.

  1. Click Setup in the left-hand navigation panel.

  2. Click Setup Benefit Packages in the Member Options section.

  1. Click an existing Benefit Package.

  2. Click an existing Benefit Item. Categories defined will be available, to select, for all benefit items regardless of the benefit item you select here.

  3. Click the Manage Categories link.

  1. To add a new category, click the Add New Category button.

  2. Enter the name of the new category by overwriting New Benefit Category.

  3. Click Save & Exit.

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