Managing Recipients

Recipients are the employees (or other people) in your organization who need to complete compliance requirements. You can add them one at a time, import a list from a spreadsheet, or paste in a batch of email addresses.

Viewing Recipients

Click Recipients in the sidebar to see everyone who has been added to the system.

The table shows:

Column	What it means
Email	The recipient’s email address.
Name	The recipient’s display name (if provided).
Added	The date the recipient was added.

Use the search bar at the top to filter the list by name or email. This is helpful when you have a long list and need to find someone quickly.

Adding a Single Recipient

1. Click the Add recipient button.
2. Enter the recipient’s email address (required).
3. Enter their display name (optional but recommended — it makes them easier to identify in lists and reports).

4. Click Add recipient.

The new recipient will appear in your list right away.

Importing from CSV

If you have a spreadsheet of employee email addresses, you can import them all at once.

1. Click the Import dropdown button.
2. Select Import CSV.

3. Upload your CSV file. The file should contain email addresses (one per row).
4. After the import finishes, you will see a summary:
   • Imported — The number of new recipients added.
   • Skipped — The number of email addresses that were already in the system.
   • Errors — The number of rows that could not be imported (for example, an invalid email format).

Pasting Email Addresses

For a quick add without preparing a file, you can paste emails directly.

1. Click the Import dropdown button.
2. Select Paste emails.

3. Type or paste email addresses into the text box. You can enter them:
   • One per line, or
   • Separated by commas.
4. Click Import.

The system will add any new addresses and skip any that already exist.

Viewing Recipient Details

Click on a recipient’s email address in the list to open their detail page.

The detail page shows:

• Their email address.
• Their display name.
• The groups they belong to.

Editing a Recipient

1. On the recipient’s detail page, click Edit.

2. Update the email address or display name as needed.
3. Click Save changes.

Deleting a Recipient

1. On the recipient’s detail page, click Delete.
2. A confirmation dialog will appear. Confirm that you want to remove the recipient.

Deleting a recipient removes them from the system entirely, including any group memberships. Use this when someone has left your organization or was added by mistake.