Define recipients

Robin Data provides common recipient groups, these can be imported into the account. In addition, other recipients can be created. Example recipients are employees, shareholders or employees of the HR department.

Background

Recipients can be imported or created under the organisation master data. Recipients refer to certain categories of people within your organisation.  Robin Data provides users with common recipient groups, these can be imported into the account. In addition, other recipients can be created. Exemplary recipients are employees, shareholders or employees of the human resources department.

Recipients play a role especially when you want to analyse where data flows to. The internal recipients created in this area of the organisational master data can be stored when creating processing activities

Import recipients

  1. In the main menu click on Organisational data: A dropdown menu opens.
  2. Move the mouse pointer over the menu item Organisation: Another dropdown menu opens.
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  3. In the second dropdown menu click on Recipient: A new window opens. 
  4. Click on the button +Recipient: A slider opens.
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  5. Select the recipients you would like to import.
  6. Click on the button Import: The imported recipients will appear in the table view.

Create recipients

  1. In the main menu click on Organisational data: A dropdown menu opens.
  2. Move the mouse pointer over the menu item Organisation: Another dropdown menu opens.
  3. In the second dropdown menu click on Recipient: A new window opens. 
  4. Click on the button +Recipient: A slider opens.
  5. In the slider click on the button New: An empty input mask opens.
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  6. Fill out the fields of the input mask.
  7. Click on the button Save: The recipient has been created.

Tip: Use of the "Recipient" master data

The internal recipients created in this area of the organisational data can be selected when creating processing activities

 

Further questions? - We are here for you.

If you have any questions about the software, please feel free to contact our support team. You can reach us at support@robin-data.io.