Adding new recipients

Created by Teemu Kortelainen, Modified on Fri, 07 Jul 2023 at 01:13 PM by Teemu Kortelainen

Adding new recipient can be done with Admin user and Lobby user permissions.


How to add one at a time:

Log in to RespaManager to your desired profile and ravigate to the Hosts tab.

Click on the "Create new" button located in the top right corner

The essential information for a recipient usually includes First name, Last name, Emal and Phone number.


Importin recipients in bulk:

Recipients can also be imported in bulk using an Excel file.

Go to the Management - Import Data page.

First, download the .xlsx template file, which shows the correct format for filling in the recipient information.

Fill in the recipient's details in the template file and upload it back to RespaManager (select the file and click on "Import File").


Once the file has been successfully uploaded to the system, RespaManager will show any possible changes, such as the number of new individuals found. You can also choose to remove recipients who were not included in the import data.


Adding recipients automatically:

It is possible to enable integration where recipient information is automatically transferred from the customer's system to Systam's RespaManager. This integration is available for a monthly fee. For instructions and pricing information, you can contact support@systam.io.


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