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