Manage Recipients

Learn how to edit or delete a recipient in business online banking.

Jessica Cochran
12 steps
38 seconds

Ucbi

Navigate to [**https://secure.ucbi.com/unitedcommunitybankonline/Uux.aspx#/landingPage**.](https://secure.ucbi.com/unitedcommunitybankonline/Uux.aspx#/landingPage)

From the left navigation menu, select the **Commercial Functions** dropdown.

Select **Recipients** from the dropdown list.

**Tip:** A recipient is any person or company that receives payments from your business. For easy access on the Recipient Management page, you can set up individual profiles so funds can be sent to or received by a recipient. After they are created, you can include them in multiple payments or templates.

Click the three dots to make edits to or delete a specific recipient or view payment history.

Choose the **Edit** option from the dropdown list of options.

**Tip:** If a recipient’s account or personal information changes, an authorized user can make those necessary edits from the Recipient Management page.

In this demo, let's update the recipient's name. To do this, click into the *Display Name* field and type in any edits.

When you make changes to an existing recipient, you can view and edit which templates the recipient is assigned to. \ \ While viewing their templates, you can change their accounts or edit specific templates.

After reviewing the recipient's details and making the intended updates, click the **Save Recipient** button located at the bottom of the screen.

**Tip:** If you are assigned the Manage Recipient right, you have the ability to permanently delete a recipient that is no longer needed. This deletes their contact information from the Recipient Management page, but it does not erase the data from an existing payment using that entity.

To permanently delete a recipient, click the three dots beside their profile to view the dropdown options.

Select the **Delete** option.

Select the **Delete Recipient** button to permanently delete the selected recipient.

Click the **Close** button to dismiss the Pending Approval pop-up.