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Editing Recipients

Last updated 8 months ago

In this article, we demonstrate how to edit and maintain Recipients within the platform.

1. To edit a recipient, click on Edit.

2. Change the details you would like:

3. You can also set the recipient’s organisation level.

You can also optionally set the the recipient's department, division and location .

4. When everything is set, select Save to apply the changes. You can of course Cancel the changes.

5. Click OK on the prompt to proceed.

6. You can also change the recipient’s password. Just click on the Change Password option.

7. Enter the password twice and confirm it through the Change Password button. Alternatively, Cancel the change.

8. If you are sure about the change, choose Add or Cancel to reject it:

9. Click OK to continue.

10. To add the recipient to one or more groups, select the button shown in the following image:

11. Granted that you have already created a group, select the group of your choice:

12. Click Add to group.

13. Click Add to accept or Cancel to withdraw the process.

14. If you choose to add the recipient to the group, click OK to the prompt that pops up:

15. As we can see, the user has been added to the other group as well: