Admin resources
Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!
38 articles
Add members to an organization
Enroll members in benefits
Link a bank account to an organization’s benefit plan
Set up a benefit for a new employer
Assign a benefit program to an organization
Connect bank account(s) to an organization
Create and manage organization administrators
Add a new organization
Generate organization reports
Understand how our platform handles HSA contribution limits
Funds temporarily held: Contribution Accruals explained
Set default card-issuing settings
Set the default Benefit Stack settings for the platform
Set the default investment threshold for the platform
Manage platform copay matching settings
Create and manage partner administrator accounts
Schedule contributions for an organization
Make a catch-up contribution after the benefit enrollment start date
Update FSA & LP-FSA starting balances after the enrollment start date
Update FSA & LP-FSA starting balances before the enrollment start date
Update initial funding amounts before the enrollment start date
Update recurring contribution amounts
Navigating the Contributions Dashboard: Types, statuses, & more
Set default employer contribution amounts for an organization
Set up automated recurring contributions for an organization
Connect an organization’s payroll via Finch
Understand how the First Dollar platform handles HSA contribution limits