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Recipients

Everything to know about creating, updating, and using recipients

  • What are Recipients?
  • Add New Recipients
  • Manually Add A New Card to a Workspace Recipient
  • Managing Recipients
  • What are custom fields?
  • CSV file upload requirements
  • Resolving CSV import errors
  • Setting card recipient emails
  • Exporting Team Member Details from Microsoft Entra ID (Azure AD) to CSV

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