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:
Select Settings (left-hand panel).
Select Add User(s) button.
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.
.