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How do I create a new scheme?

Adding a scheme is a click away!

Gordon Thomson avatar
Written by Gordon Thomson
Updated over 4 months ago

Introduction

Adding a scheme shouldn't be a complex process. Thankfully in SUMAC® it isn't and can be completed in a few seconds.

❗️ This action can only be performed by an account coordinator!

Information

When logging into SUMAC as an administrator with no schemes, the `Add a scheme` button will be in the top left of the page, just beneath the SUMAC logo.

Click on the button, and it will take you to the scheme creation page.

There are three mandatory fields when creating your scheme. The Scheme Name , Reply Email and Scheme Type .

The Reply Email is the email address that will receive all scheme notifications. This will include new sign-ups, new partnership confirmation and will be used for reminders.

The Scheme Type can be standard, or [Peer-to-peer](https://app.intercom.com/a/apps/sn0bhrm7/articles/articles/8513416/show).

Additionally, if you've already added some Scheme Admins, that field will be there for you to select any scheme administrators you want to have on that scheme.

Finally, click Create Scheme. You’ve now created your new scheme! 🎉

View our 'How do I add an account coordinator' article to find out how to add administrative users to the scheme.

Key points

👍 Schemes can only be created by account coordinators.

👍 Only account coordinators can add scheme coordinators to schemes.

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