Use this article to set up a division and assign benefit offerings at different levels of your organization's structure.
Note for admins managing multiple organizations
Choose the appropriate organization or division from the Organizations tab before following the steps below.
How divisions work
Each division receives its own benefit offering ID, which allows divisions to have benefit offerings independent from their managing organization.
Assigning a benefit to a managing organization automatically selects all child divisions by default. Divisions can be manually unselected and assigned a benefit separately. Benefits assigned directly to a division are standalone and not linked to the managing organization.
A few other things to know:
Division benefit offerings automatically stay in sync with the managing organization, except for bank accounts, which are managed separately.
Card programs are shared across all divisions and aren't customizable at the division level.
Suggested uses for setting up a division
Only set up a division if there’s a tangible reason to do so. Divisions aren't a categorization tool. They're meant for offering different benefits at different levels of your organization.
Here are a few reasons why you might want to consider setting up a division:
A managing organization has a set of benefits, and each division has its own different, separate set of benefits.
A managing organization shares a card program with their divisions but wants separate banking for each.
For example, if a managing organization offers a benefit that a division doesn't want to offer, the division can opt out. And if a division wants to offer a benefit that the managing organization doesn't have, the division can have a standalone benefit offering.
Add a new division as a partner admin
Select Organizations from the navigation menu
Select Add New Organization
Enter the Organization Name
(Optional) Enter the Employer Identification Number (EIN)
Enter the Organization Contact Information
Choose This Organization is a Division of another Organization
Choose the managing organization from the dropdown menu
Select Add Organization Group
Confirm the new organization’s information is correct
Select Confirm New Organization
Add a new division as an organization admin
Select Divisions from the navigation menu
Select Add New Division
Enter the Division Name
(Optional) Enter the Employer Identification Number (EIN)
Enter the Division Contact Information
(Optional) Choose Use Same Contact Information as Managing Organization
Select Add Division
Confirm the new division’s information is correct
Select Confirm New Division
Add a division admin during new division setup
Select Add Organization Admin
Enter Name, Email address, and Role
Select Add Admin
Confirm the new division admin’s information is correct
Select Confirm New Admin
(Optional) Add another division admin using the same steps
Grant an admin access to multiple divisions
A division admin can be given access to more than one division under the same managing organization using a single login. This lets one administrator manage several divisions without needing separate accounts or having to log in and out to switch between them.
How multi-division access works
Multi-division admins log in once and see a unified view covering every division they've been assigned to.
A multi-division admin has the same permissions across each of their assigned divisions that a single-division admin has for their one division. Access is expanded to cover more divisions, not reduced in what they can do within each one.
Add an admin to multiple divisions
Select Add Admin
Search for a division using the Search for a Division field, or scroll the list and check each division you'd like to assign
(Optional) Select Select All to assign every division at once
Review your selections in the Divisions list. Selected divisions appear at the top of the form, and you can remove any of them by selecting the trash icon next to its name
Enter the admin's First Name, Last Name, and Email Address
Choose a Role from the dropdown menu
Select Add Admin
On the confirmation screen, review the admin's Name, Email, Role, and assigned Divisions
Remove any division from this screen by selecting the trash icon next to its name, if needed
Select Confirm New Admin
The new admin will receive an email with instructions on how to set up their account.
View divisions as a partner admin
Select Organizations from the navigation menu
Choose the carrot icon next to an organization to see all nested divisions
(Optional) Add another org admin using the same steps
Add a division admin after a division is set up
Select Org Groups from the navigation menu
Choose the desired organization group
Select the Group Admins tab
Select Add Group Admin
Enter Name, Email address, and Role
Select Add Admin
Confirm the new org admin’s information is correct
Select Confirm New Admin
(Optional) Add another org admin using the same steps