An additional recipient is an extra user with limited access that can be added under a customer's main account. The added recipient is authorized to receive mail at the customer's private mailbox at your location. Charging extra for each recipient generates additional revenue for your business, but you can also offer this service for free on any plan. 


You can set up the pricing by following the steps below:


  • Go to Business Settings
  • Click on the section titled "Plans"
  • Click on the tab titled "Plan Conditions"
  • Scroll down to the section titled "Additional Services"
  • Go to the line item titled "Additional Recipient/monthly" and set the service price as needed under the desired plan/s


You can add an additional recipient on behalf of your customer by following the steps below:

  • Go to the tab titled "Customers" 
  • Search for the customer in question
  • Click on the customer's username
  • Click on the tab titled "Additional Services" 
  • Scroll down to the section titled "Need Additional recipients?"
  • Click on the button titled "Add"
  • A popup window will appear in which you can fill in the additional recipient's information:
    • First name
    • Last name
    • Email
    • Username
    • Password
    • Phone# 
  • Choose whether this additional recipient will be paid or added for free
  • Click "Add" to save changes and activate the additional recipient


You can change the recipient's status at any time to be free, paid, or inactive: 

  • Free: the customer will not be charged for the additional recipient account.
  • Paid: the customer will be charged for the monthly amount set by the operator.
  • Inactive: the additional recipient account is deactivated.

You can also:

  • View/update the additional recipient's documents
  • Update their account info
  • Change/reset their password when needed
  • Delete their account


NOTE: 

  • There is no limit to the number of additional recipients you can add to an account.
  • All additional recipients must sign and notarize a copy of the 1583 form before they can access mail, they can go through the same virtual notary process when they login to their accounts.
  • All charges due for the additional recipient's usage will be listed under the invoices of the master customer account and will be charged using the customer's CC on file.
  • Additional recipient accounts follow the status of the master customer account they're added to, so if the customer account is deactivated, additional recipients automatically lose access to mail until the master account is reactivated.



As of April 2024, additional recipients have their own login credentials and limited access to their accounts; they can only access mail, their account information, and the verification section to submit their documents and finalize the 1583 form: