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How to Add Eligibility Rows and Sign Up for a New Account

Learn how to setup an eligibility file to use for signing up as a test customer

By Jens Astrup

By following these steps, you can get a new account properly set up and linked to the eligibility criteria you have defined.

Let's get started

Log in as a super user on the staging environment.

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Click "LOG IN"
Step #2: Click "LOG IN"
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Log in as a superuser
Step #3: Log in as a superuser
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Click "Use password"
Step #4: Click "Use password"
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Click "Continue"
Step #5: Click "Continue"
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Click "Try another method"
Step #6: Click "Try another method"

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Click "Google Authenticator or similar"
Step #7: Click "Google Authenticator or similar"
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Go to staging.wlthy.cloud/admin

Adding a valid eligibility ID

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Click "Eligibility rows"
Step #9: Click "Eligibility rows"
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Click "ADD ELIGIBILITY ROW +"
Step #10: Click "ADD ELIGIBILITY ROW +"
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Click here and add your fake eligibility ID
Step #11: Click here and add your fake eligibility ID
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Click on the file input
Step #12: Click on the file input
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Search for the client you want to sign up as a customer for
Step #13: Search for the client you want to sign up as a customer for
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Type "meta", for example

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Scroll to the bottom of the list of available eligibility files and select the one with the most recent date
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Click "SAVE"
Step #16: Click "SAVE"
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Click "LOG OUT"
Step #17: Click "LOG OUT"
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Click "Wellthy Admin"
Step #18: Click "Wellthy Admin"

Now we can sign up for a new account. Let's use the name Brenda; that should work.

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Click "Don't have an account ? Sign up"
Step #19: Click "Don't have an account ? Sign up"
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Click here
Step #20: Click here
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Type in a fake email address and hit Enter
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Click here
Step #22: Click here
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Enter a fake password and Continue
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Click "Not on this device"
Step #24: Click "Not on this device"
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Add a fake name
Step #25: Add a fake name
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"click here to confirm and proceed" to verify the email
Step #26: "click here to confirm and proceed" to verify the email

We can skip these pages. We'll say that we work for Meta since that's where we created the eligibility file. Enter the number that you created, and that's it.

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Click "NEXT"
Step #27: Click "NEXT"
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Click here
Step #28: Click here
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Type "Meta"
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Click "NEXT"
Step #30: Click "NEXT"
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Click here to enter your eligibility ID
Step #31: Click here to enter your eligibility ID
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Type the eligibility ID you saved in the admin panel earlier