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Overview

Recipients are the people who receive token grants. Before creating grants, you need to add recipients to your organization and assign them roles.

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Adding a Single Recipient

1

Navigate to Users

Go to the admin sidebar and click Users or navigate to the org’s user management page.
2

Click Add User

Click the Add User button.
3

Fill in details

  • Email (required) — Must be unique across the organization
  • First Name and Last Name (required)
  • Role — Usually RECIPIENT for grant recipients
  • External Employee ID — Your HRIS identifier (optional but recommended for API integrations)
  • Country — Recipient’s country of employment
  • Employment Type — Full-time, part-time, contractor, etc.
4

Save

Click Save. The recipient receives an activation email.
API: Use Create User Role in Org to add recipients programmatically.

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Bulk Adding Recipients

For large teams, use the bulk upload feature:
1

Go to Bulk Upload

Navigate to Bulk Upload → Recipients tab.
2

Download the template

Click Download Template to get the CSV format.
3

Fill and upload

Add your recipients to the CSV and upload it.
4

Review

Fix any validation errors and submit.

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Roles

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Updating Recipients

Update recipient details from the user management page or via API:
API: Use Update User Role in Org for single updates, or Batch Update Roles for bulk changes.

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HRIS Integration

If you use an HRIS system (ADP, Workday, UKG), you can sync employees automatically. Set the externalEmployeeID to match your HRIS identifier for seamless mapping between systems.

ADP Integration

Sync employees from ADP

Workday Integration

Sync employees from Workday