Manage and View Your Recipients

Keeping your recipient list organized makes it easier to send payouts, manage beneficiaries, and review recipient information. The Recipients page allows you to search, filter, and view detailed information for every recipient in your account.

Accessing the Recipients Page

1. Sign in to your Belyfted account.
2. From the left-hand navigation menu, click Recipients.
3. The All Recipients page opens, displaying every recipient associated with your account.

Understanding the Recipients List

The recipients table displays important information for each recipient, including:

• Recipient Name
• Country
• Currency
• Recipient Type
• Date Added
• Status (if applicable)

Use this list to quickly review all recipients in your account.

Search for a Recipient

If you have many recipients, you can quickly find one using the search bar.

1. Navigate to Recipients.
2. Click inside the Search field at the top of the page.
3. Enter the recipient's name or other identifying information.
4. Matching recipients will appear automatically.

Filter Your Recipients

Filters help you narrow down the list to find specific recipients.

1. Open the Filter option.
2. Select the desired filter criteria.
3. The recipients list updates to display only matching records.

Use filters when searching by recipient type, country, status, or other available options.

View Recipient Details

To view additional information about a recipient:

1. Locate the recipient in the list.
2. Click the More Actions (⋮) menu on the far right of the recipient's row.
3. Select View Recipient Details.
4. A details panel opens, displaying the recipient's information.

Depending on your account permissions, this panel may include:

• Recipient name
• Contact information
• Bank or payment details
• Country and currency
• Recipient type
• Account status
• Date created

Return to the Recipients List

After reviewing a recipient's information, simply close the details panel to return to the full recipients list.

Tips

• Use the search bar to quickly locate a specific recipient.
• Apply filters to manage large recipient lists more efficiently.
• Review recipient details before initiating payments to ensure the information is accurate.

Need More Help?

If you experience issues viewing or managing recipients, contact the Belyfted Support Team for assistance.