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Deposit Options

Navigating to Deposits

To get to the Manage Deposits page:

  • Select the Admin Options icon
  • Select the Manage Deposit Types option
  • Select Manage Deposit Type from the drop-down menu

(Currently, this menu item cannot be accessed from any pages that are still in Beta.)

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This will take you to the Manage Deposits page.

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Creating New Deposits

On the Manage Deposits screen, new deposit types can be added by clicking Add Deposit Type. 

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Fill out the information as needed and click Save Changes.

Below are descriptions of the different fields, but are not all required:

  • Label - The name that will be used to identify the deposit type. 
  • Placeholder Text - This field is optional. The prompt or sample information that will appear in the deposit information text.
  • Flags - Toggles the ability to edit the Assignable Text field in the resulting active deposit record. This will appear in the user's profile. (See below)
  • Deposit Amount - The amount the deposit will cost.

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Editing Existing Deposits

Click Edit to make changes to existing deposits.

Make any changes needed, then press Save Changes when finished.

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See the information under Creating New Deposits in this article for more information on what the individual fields are used for.

Finding Deposit Usage 

A list of all deposits that have been setup and those currently in use can be viewed from the Manage Deposits page.

A deposit can only be deleted if it is not currently being used anywhere in the system.

Once a deposit has been assigned or used in the system, the option to delete it will no longer be available and will instead be replaced by a count of its usage.

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