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

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

1. View Recipients Permission: This is the primary permission that allows users to access and view all recipient entries within the system.

2. You will need to create a custom role, if you just want a user to view recipients. Assign the "View" option under "Recipients."

   

Why is this page important?
Understanding the necessary permissions for viewing recipients helps organizations maintain transparency in their financial processes and ensures that authorized personnel can access critical recipient information.

Next Steps:

1. Review existing user roles and permissions to determine if adjustments are needed for those who require access to view recipient information.

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?

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