Individuals are automatically added to your personal Beneficiary list when you pay them for the first time or if they register via your branded signup. If they are not on the list for some reason, you can search for them and, if they have an XTRM account, add them to your Beneficiary list. This is useful for reporting purposes.
1. Click on "Beneficiaries" in the left-hand menu
2. Search by name or email
- if they have an existing account click "Add."
- if they do not appear in the search field, click "Add New Personal Beneficiary."
