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Editing Recipient Information

How to edit your recipient information via the Dashboard

Updated over 3 months ago

Editing Recipient Information (for manual/csv uploads)

1️⃣ Select Recipient: Locate and select the recipient you wish to edit from the recipient list.

2️⃣ Open Recipient Entry: Click the three-dot button located on the right side of the user's row.

3️⃣ Edit Information: The recipient entry will open. Click on the fields you wish to edit and make the necessary changes.

4️⃣ Save Changes: Once you're done, click outside of the box and your updates will be saved and reflected.


Editing Recipient Information via HRIS

If you are using an HRIS integration to manage your recipients list, it is important to make all changes to the recipients list (excluding points changes) through the HRIS system and not through the Admin Dashboard. Failure to do so will result in these changes not being saved.

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