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Add a new organization

Learn how to add a new organization to the Health Wallet Manager

Updated over 2 weeks ago

Looking to add a new organization to the Health Wallet Manager? Here's the place to learn how.

How to add a new organization

Partner Administrator Feature

This feature is only available for partner administrators. It is not available for employer administrators.

You can start from the Home page or Organizations tab.

  1. Select Add New Organization.

  2. Fill out the requested fields.

  3. Select Add Organization.

  4. After reviewing the input details, select Confirm New Organization.

  5. You can add an Organization Admin for the newly created organization on the following screen. You may also skip this step.

Upon addition, you can find the new organization from the Organizations tab.



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