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To update or delete a recipient, user needs permission “Manage recipient list”. SeeClaim Permissions

Add new Recipient

On Recipient Management tab, click + Create button, it will show the popup to add a new Recipient.

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There are 2 types of recipient that you can create: Person or Company. Click on one option.

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If you chooses Person, it will show the following form:

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On this popup, you need to provide:

• NIN / Organisation No.

• First Name

• Last Name

• Address

• Postcode

• City

• Phone Number

• Email

• Country

• Notes

After you’re done with required information, you need to click Save to accept creating new recipient. The new recipient will be added and displayed in the Recipient list.

Edit existing Recipient

On Recipient list, click on Edit button of one Recipient. It will show Update Recipient popup where you can update the recipient info.

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After you’re done with required information, you need to click Save to accept the changes. The changes will be reflected in the Recipient list.

Delete existing Recipient

On Recipient list, click on Delete button of one recipient. It will show a confirmation.

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If you’re ok, please click Yes to accept deleting the recipient. The recipient will disappear from the Recipient list.