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Admin resources

Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!

55 articles

Collections

Set up a new organization11 articlesLearn how to manage benefits for an organization, like connecting bank accounts, adding new organizations, restricting an organization's investment products, and more.
Design benefit plans8 articlesLearn best practices for setting up new benefit plans for organizations
Support members10 articlesLearn how to review claims, find member information, and set up service agents
Manage platform default settings8 articlesLearn how partner administrators can set up platform defaults, like investment thresholds and card-issuing settings
Schedule contributions to benefit accounts8 articlesLearn how to manage employer and employee contributions to their benefits
Set up and manage funding2 articlesLearn what funding types are supported on our platform
Customize organization settings3 articlesLearn how to set up unique settings for an organization
Generate reports5 articlesLearn how to generate and analyze benefit utilization with the Report Builder
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