Refer to the following article for details on how to add a user: How do I add a user?

To enable a user to create recipients, the following permissions typically need to be applied:

1. Create Recipients Permission: This is the primary permission that allows users to initiate and submit new recipient entries in the system.

2. View Existing Recipients: Users may require access to view existing recipient details to avoid duplicates and

You will need to create a custom role, if you just want a user to create recipients. 

The "Create" recipient option comes with the mandatory "View" recipient option by default.

Why is this page important?
Understanding the necessary permissions for creating recipients helps organizations maintain control over their payment processes and ensures that only authorized personnel can add critical recipient information.

Next Steps:

1. Review existing user roles and permissions to determine if adjustments are needed for those who require access to create recipients.

2. Communicate with relevant stakeholders to ensure that permissions align with organizational policies and security protocols.

3. Regularly audit user permissions to ensure compliance and proper access control.

Related FAQ Articles:

• What permissions need to be applied for a user to create payments?

• What permissions need to be applied for a user to view payments?