Administrators are key in ensuring members can access and use their benefit funds. Let's discuss how partners can create, manage, and remove partner administrator accounts on the 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.
Employer Admin Accounts
To create or learn more about administrator accounts managing one organization, please read "Create and manage employer administrators."
Partner admin role permissions
There are four types of partner admin roles: Agent, Tier-Two Agent, Admin, and Super Admin. 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 create a partner administrator account
Partner Administrator Feature
This feature is only available for partner administrators. It is not available for employer administrators.
Select Settings from the navigation menu.
Select the Add User(s) button from the Users tab.
Choose one of the following options:
Add Manually (a good option if you need to add just a few new admins)
Upload Spreadsheet (a good option if you need to add many new accounts)
Add Manually Option
You'll directly share the required information (e.g., user's first name, last name, work email address, and role) on the platform.
Upload Spreadsheet Option
Download the spreadsheet template, input the required data following the provided guidelines, and then upload the spreadsheet.
Registration email
The provided work email will receive a welcome email upon the completion of the new admin account process. The welcome email will provide instructions to the admin for creating a new password and logging 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 change partner account roles
Select Settings from the navigation menu.
From the Users tab, select the dropdown arrow from the desired account under the column Roles.
Select the preferred new role from the dropdown menu.
Confirm the update in role permissions by selecting Change Role on the confirmation modal.
Applicable to the next session
Administrators will notice their change in role permissions the next time they log in to the platform. If a user is already logged in, ask them to log out and log back in after changing their role permissions. (If they are currently logged in, they will not immediately notice the update.)
How to remove partner admin accounts
Select Settings from the navigation menu.
From the Users tab, you can change account role permissions or remove an account.
Applicable to the next session
If a removed account is already logged in, it will not be kicked off the platform. However, the user will receive the "incorrect username/password" message the next time they try to log in with a removed account.