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 admin accounts
To create or learn about partner administrator accounts, please read "Create and manage partner administrator accounts."
Overview of the types of organizations on the platform
Level | What it represents | Belongs to |
Partner | The top-level tier for benefit providers to build and offer benefits on the platform | not applicable |
Organization Group (optional) | A parent company holding multiple organizations | One partner |
Organization | A single employer, company, or organization that offers benefits to members | One partner or (optionally) one organization group |
Division (optional) | A sub-unit of an organization | One managing organization |
Member | An enrolled individual | One organization or one division |
For more information about the platform organization hierarchy, please read Platform organization hierarchy.
Add an organization group administrator
Select Org Groups from the navigation menu
Select the organization group you want to update
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
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.
Organization group administrator account permissions
Org group admins have visibility into org groups and the organizations within them, but most actions are restricted to viewing rather than editing.
What they can do:
View org groups and organizations in the partner navigation
View the members list
View reports
View the org panel, including divisions
View and edit group admins
What they can't do:
Access banking, identity, claims, or benefit builder
Create or delete organizations or groups
Edit the org panel or division settings (view-only)
How to remove an organization group administrator account
Note for partner admins
Choose the appropriate organization group Org Groups tab before following the steps below.
Select the Group Admins tab
Select the kebab menu for the admin you’d like to remove
Select Remove Admin
Choose Remove Admin from the confirmation modal
Add an organization administrator account
Note for admins managing multiple organizations
Choose the appropriate organization or division from the Organizations tab before following the steps below.
Select Organizations from the navigation menu
Select the organization group you want to update
Select the Account Admins tab
Select Add Account 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
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.
Organization administrator account permissions
Organization admins are assigned to a single organization and manage that organization's members, benefits, and settings.
What they can do:
Members: View all members assigned to the organization; enroll and unenroll members in benefits; move members between divisions
Benefits: View all benefit plans assigned to the organization, with limited ability to make edits
Contributions: View scheduled and completed contributions; schedule new contributions; edit contributions
Reports: View, generate, and download reports for the organization
Settings:
Add or remove admins for their own organization
Sync payroll
View and connect a bank account
View (but not edit) card-issuing, benefit-stacking, and investment settings
What they can't do:
Access claims (not applicable at this scope)
Access partner-level navigation
Take actions across organizations (e.g., manage other orgs, cross-org reporting)
How to remove an organization administrator account
Note for admins managing multiple organizations
Choose the appropriate organization or division from the Organizations tab before following the steps below.
Select Organizations from the navigation menu
Select the Account Admins tab
Select the kebab menu for the admin you’d like to remove
Select Remove Admin
Choose Remove Admin from the confirmation modal
Add a division administrator account
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
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.
Division administrator account permissions
Division admins manage members and benefits within their own assigned division only; they don't have visibility or control beyond that division.
What they can do:
Employees: View employees within their own division
Benefits: View benefit plans for their own division
Contributions: View contributions for their own division
Enrollment: Enroll and unenroll members within their own division
Admins: Add or remove admins for their own division
What they can't do:
Move members between divisions
Unenroll members from org-level benefits
Access claims, banking, or identity
Access org-level settings
Delete divisions
Update investment settings
How to remove a division administrator account
Note for admins managing multiple organizations
Choose the appropriate organization or division from the Organizations tab before following the steps below.
Select the Account Admins tab
Select the kebab menu for the admin you’d like to remove
Select Remove Admin
Choose Remove Admin from the confirmation modal