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Add new agents, admins, or super admins for a provider
Add new agents, admins, or super admins for a provider

Learn how to add an administrator to the platform and what permissions are granted to each user role.

Updated over 5 months ago

As a partner, you can add four types of users to the platform: Agent, Tier-Two Agent, Admin, and Super Admin.

User role permissions

The chart below shows which permissions are granted to each user role.

Super Admin

Admin

Tier-Two Agent

Agent

Home, Organization, and Member Tabs

Claims and Identity Tab (KYC remediation)

Banking and Settings tab (Add and view users)

Create Organization

Add Super Admin

How to add a user

In your Health Wallet Manager:

  1. Select Settings (left-hand panel).

  2. Select Add User(s) button.

  3. Choose between our "Add Manually" or "Upload Spreadsheet" options.

Two options will populate once you select Add User(s).


A. Add Manually

This option is recommended if you have a few users to add.

1. Select Add Manually. You'll be prompted to enter a user's first and last name, work email address, and role.

2. Once those details have been filled out, you'll want to select Add User(s).

B. Upload Spreadsheet

If you have a longer list of users to add, we recommend using our Upload Spreadsheet option.

1. Once you select the Upload Spreadsheet option, you'll be given the option to Download Spreadsheet Template.

The spreadsheet template will include the following columns: Last Name, First Name, Role, Email Address

2. Once you've filled out the required information, you can drag and drop or upload the file back into the window. From there, select Upload and you will see all users have been successfully added.

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