Employer administrators are key in ensuring employees can access and use their benefit funds. Let's discuss how to create and manage administrators for an organization on our platform.
Partner & employer administrators
Language Note
Organizations are groups of members who access benefits on our platform. They are most commonly employers but could also be unions, professional organizations, and more.
Two types of administrators use our platform.
Partner administrators support organizations across our platform by completing tasks like designing and assigning benefit plans to new organizations (employers).
Employer administrators administrate benefits for one specific organization. They might use our platform to enroll new colleagues or schedule payroll contributions.
Creating Partner Admin Accounts
To create a new partner administrator account, please read "Create and manage partner administrator accounts."
How to create an employer administrator account
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select Settings (or Organization Settings for partner administrators).
From the Account Admins tab, select Add Account Admin.
Enter First Name, Last Name, Work Email, and Role.
After entering the requested information, select the Add Admin button.
Select Confirm New Admin on the confirmation screen if the information is correct.
Registration email
The provided work email will receive a welcome email upon the completion of the admin account creation process. The welcome email will instruct the admin to create a new password and log in to the new account.
Missing registration email
If an admin's registration email is missing upon account creation, instruct them to visit the admin portal login page and select the reset password option. This will allow them to create a new password for the provided email.
How to remove an employer administrator account
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select Settings (or Organization Settings for partner administrators).
From the Account Admins tab, select Remove under the Manage column for the account you wish to remove.
Select Remove Admin from the confirmation modal.