I want to create an email recipient

  • Email recipients are those users who you want to receive specific payments, Role or Beneficiary Library Maintenance or information reporting alerts from Commercial Banking Online.

    If you’re a Primary Administrator and responsible for managing email alerts, you can create a new email recipient. Once you have created an email recipient, you can add the recipient to an email recipient group or create specific payments alerts, Role alerts, Beneficiary Library Maintenance alerts or information reporting alerts for the new recipient.

    1. On your Administration page, select Manage email alerts > Email recipients to display the Email Recipients screen.
    2. Click Add.
    3. Enter the email recipient’s name.
      This should be the name the user prefers to be known by or the name they commonly use in your organisation. This will help to more easily identify them if more than one user has the same or a similar name.
    4. Enter the user’s email address.
      This should be the email address which you entered when you were creating the user in Commercial Banking Online. If you want alerts to go to other individuals in the organisation who do not use Commercial Banking Online themselves, ensure that the email address is valid, regularly used for business and isn’t a personal or group email address.
    5. Click Save. A message confirming that the recipient has been saved is displayed.
    6. If you want to:
      • create another recipient, click Add New Record
      • return to the Email Recipients screen, click Close.
       
    7. You can now add the recipient to an email recipient group. If you have a Role with the correct entitlements you can create specific payments alertsRole alertsBeneficiary Library Maintenance alerts or information reporting alerts for the new recipient or modify an existing alert so that it will be sent to the new recipient.

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