Access to Quick Links is dependent on the privilege "PerformEnrollment" being enabled in the Sponsor role. Quick Links are only offered to a Sponsor user within the Enrollment screen.
Tip: An official name change or address change can be made through Quick Links as an alternative to submitting a Life Change Event for this purpose.
The interdependent privileges are:
PRIVILEGE |
DESCRIPTION |
ManageUsers | Enables changes to Demographics (name/address) and User Profile (password reset) |
PerformEnrollment | Enables access to Quick Links |
UpdateDemographics | Dependent on "ManageUsers" to make changes to Demographics (name/address) |
UpdateUserProfile | Dependent on "ManageUsers" to make changes to User Profile (password reset) through Users. |
When Perform Enrollment is enabled the Quick Links options will be listed in the Enrollment screen.