Configure Benefits

Overview

This playbook covers how to configure Benefits in Leadline.

Benefits configured here determine which benefits your organization offers. Which landing pages a benefit appears on is decided separately, at the position level.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

→ See 111 - Positions for more information about Positions and how they relate to Benefits.

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How Do I Configure Benefits?

1. Navigate to Admin Hub > Benefits. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
2. To create a new benefit, click the "+ Add Benefit" button to the right of the search bar. In the "Add Benefit" modal, give the benefit a name in the Benefit Name field, then select a Benefit Icon by searching for and choosing one from the icon grid. For best results, search by the name of the icon itself you want to display, not by the name of the benefit. Click "Save."
3. To edit an existing benefit, click "Edit" on the right side of the screen, corresponding to the benefit you'd like to edit. You can update the benefit's name and icon the same way as when creating one.
4. To remove a benefit, click "Delete" to the right of Edit, corresponding to the benefit you'd like to remove.

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the Benefits section 111 - Positions — Understand how Benefits are assigned to Positions