Creating a single beneficiary manually

  1. Click on “Beneficiaries” in the Navigation menu.

2. From the “Beneficiary” page, click on “Add Beneficiary” in the top-right corner:

3. Select “Manually” in the drop-down menu

4. A pop-up modal will appear, where you can enter the details for your beneficiary

5. After you’ve entered their details, click “Save” and your new beneficiary will be created

Creating multiple beneficiaries using a file

  1. Click on “Beneficiaries” in the Navigation menu.

2. From the “Beneficiary” page, click on “Add Beneficiary” in the top-right corner:

3. Select “From file” in the drop-down menu

4. A pop-up modal will appear. Select a file to upload and create beneficiaries. A sample file can be downloaded from the pop-up.

5. After you’ve selected a file to upload, click “Upload file” and your new beneficiaries will be created

Did this answer your question?