Skip to main content

Onboarding Beneficiaries

Import Beneficiaries to Project​

To import the beneficiaries from the Community tool:
Go to Beneficiaries and click on Import Beneficiaries.

Beneficiary View - Rahat AA

You can select the Community tool and view the Temporary Group list exported from the Community tool.
These groups, once imported, will be removed from this page.

Beneficiary Details – Rahat AA Platform

To import the beneficiary group, click on the import icon. After importing the beneficiary group, go to Beneficiaries. You can see the list of beneficiary groups and the list of beneficiaries.

The beneficiary groups can be assigned to different purposes such as:

  • Bank transfer
  • Communication
  • Mobile money transfer

Beneficiary Module Interface – Rahat AA Platform

Beneficiary Details View – Rahat AA Platform

If you select Bank transfer, you can also validate bank accounts of the beneficiaries by clicking on the Validate button.

Beneficiary View 5 – Rahat AA Platform

As the beneficiary bank accounts are validated, you can view a green mark on the beneficiary group card.

Beneficiary Group Validation — Before

Beneficiary Group Validation — After

Assign Beneficiary Groups to a Project​

To assign the beneficiary groups to a project, click on the “Assign Project” button. Once assigned, these groups will appear in the Project Beneficiaries section of the respective project.