Employer administrators are key in ensuring employees can access and use their benefit funds. Let's discuss how to create and manage administrators for an organization on our 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.
Partner Admin Accounts
To create or learn about partner administrator accounts, please read "Create and manage partner administrator accounts."
Employer administrator account permissions
Employer administrators are assigned to one organization on our platform. They have access (and permission) to their assigned organization's:
Members: View all members assigned to an organization. They can also enroll members in benefits.
Benefits: View all benefit plans assigned to their organization with limited ability to make edits.
Contributions: View scheduled and completed contributions, as well as schedule new contributions.
Reports. View, generate, and download reports for an organization.
Settings. View and add additional admins to an organization, sync payroll, and link a bank account. Employer admins can view (but not edit) settings for card-issuing, benefit-stacking, and investment settings.
How to create an employer administrator account
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select Settings (or Organization Settings for partner administrators).
From the Account Admins tab, select Add Account Admin.
Enter First Name, Last Name, Work Email, and Role.
After entering the requested information, select the Add Admin button.
Select Confirm New Admin on the confirmation screen if the information is correct.
Registration email
The provided work email will receive a welcome email upon the completion of the admin account creation process. The welcome email will instruct the admin to create a new password and log 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 remove an employer administrator account
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select Settings (or Organization Settings for partner administrators).
From the Account Admins tab, select Remove under the Manage column for the account you wish to remove.
Select Remove Admin from the confirmation modal.