Add the Representation pages to your Benefit Assistance Portal site, and connect the consent Omniscripts to your Application Form Framework flow.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To set up Authorized Representative: | Create and Set Up Experiences |
Before you begin, complete the steps in Enable Benefit Management with Authorized Representative.
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Confirm that the site includes the Representation navigation item, with the route /representation, and the Authorized Representative View component on the Representation pages.
On the published site, Representation appears in the More menu, and the list page shows People I Represent and People Representing Me.
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Configure an Application Form Framework flow for benefit intake, and add an Intake Form Section row for each of the two shipped consent Omniscripts.
- Authorized Representative Consent, with Type AuthorizedRepresentative and Subtype AuthorizedRepresentativeConsent
- Primary Applicant Consent, with Type AuthorizedRepresentative and Subtype PrimaryApplicantConsent
Configure authorization tiers and consent wording. Then tell portal users how to use Apply for Someone Else and the Representation pages.