Recipient Profile
📍 To access Recipient Profiles, go to: Recipients
Overview
When you navigate to Recipients, you'll see a list of all recipients stored in your RedFlag database. To view or edit details for a specific recipient, simply click on the row to open their profile.
🛡️ Note: If your location uses Azure AD Data Import, sFTP File Import, or the Paylocity API for data integration, profile information may not be editable within RedFlag. This is because the recipient data is being synced from your designated source of truth.
Profile
The recipient profile includes the following sections:
Profile Information
This section displays all enabled data fields for recipients.
Field indicators:
- * Required fields must be completed to save the profile.
- Grayed out fields are read-only and cannot be edited.
Standard Information
Includes core identity fields for the recipient:
- First Name, Last Name, and Unique ID: These will display if enabled for your location.
Address Information
Displays any enabled address fields, including:
- Address1, Address2
- City, State, Zip, Country
Other Information
Displays any additional data fields that have been enabled for your location.
Examples include:
- Job Title
- Location
- Region
- Shift
Delivery Channels
This section displays the delivery channel data fields that have been enabled for recipient communication. Available fields may include:
- Text1, Text2
- Voice1, Voice2, Voice3
- Email1, Email2
Opting In or Out of a Channel
Once a delivery channel is added to the profile:
- A green box will appear to the right of the field, indicating the channel is enabled for messaging.
- If a recipient requests to opt out of a specific channel, users can click the green box and follow the prompt to disable it. The data will remain saved to the profile, but the channel will no longer be used for message delivery.
- If the recipient later requests to opt back in, users can click the gray box and follow the prompt to re-enable the channel.
Additional Channels
- Microsoft Teams: Displays if the recipient profile has connected with the Microsoft Teams app.
- Mobile App: Displays if the recipient has installed and connected to the mobile Recipient App.
🛡️ Note: These channel cannot be opted in or out manually.
Group Assignments
- Static Groups: You can view and manually add or remove the recipient from static groups directly within the profile.
- Dynamic & Geofencing Groups: These groups are view-only under the profile. Recipients are automatically added based on matching profile criteria and cannot be manually edited from the profile.
🛡️ Note: Group assignment updates may take up to 30 minutes to appear on the Group List page or the Recipient List page.
Data Log
The Data Log displays the changes made to a recipient profile.
Each log entry includes:
- Description of Update
- Updated By
- Updated Date
Message Log
The Message Log lists all messages sent to the desktop, including:
- Message name
- Sender
- Date sent
Devices
(Only available for RedFlag locations with Recipient App enabled)
The Devices tab displays detailed information about the mobile device a recipient has used to connect to the RedFlag Recipient App. This information is only visible if the recipient has successfully installed and connected to the app.
The following details are shown:
- Device Name – The device’s product identifier.
- Device Type – The iOS or Android version the device is running.
- App Version – The installed version of the RedFlag Recipient App.
- Last Sign In – The last time the recipient signed into the mobile app.
- Last Sign Out – The last time the recipient signed out of the app.
- Notification Permissions – Indicates whether push notification permissions have been granted.
- Location Permissions – Indicates whether location access is enabled for the app, and the permission level set (e.g., Precise Location, Always On).
This information can help administrators troubleshoot mobile access or notification issues and better understand recipient engagement with the mobile app.