Admin resources
Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!
34 articles
Schedule contributions for an organization
Understand how the First Dollar platform handles HSA contribution limits
Funds temporarily held: Contribution Accruals explained
Update FSA & LP-FSA starting balances after the enrollment start date
Update initial funding amounts before the enrollment start date
Make a catch-up contribution after the benefit enrollment start date
Update FSA & LP-FSA starting balances before the enrollment start date
Update recurring contribution amounts
Link a bank account to an organization’s benefit plan
Navigating the Contributions Dashboard: Types, statuses, & more
Set default employer contribution amounts for an organization
Create and manage organization administrators
Connect bank account(s) to an organization
Add a new organization
Generate organization reports
Restrict an organization's investment products
Set up automated recurring contributions for an organization
Enroll members in benefits
Funding for notional benefit accounts (FSAs, HRAs, LSAs, & Commuter)
Set a custom investment threshold for an organization
Customize an organization's Benefit Stack settings
Set the default Benefit Stack settings for the platform