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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Admin resources

Manage admins for organization groups, organizations, and divisions

Enroll members in benefits

Set up a benefit for a new employer

Add a new organization

Connect bank account(s) to an organization

Assign a benefit program to an organization

Add a member

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Platform organization hierarchy

Set up a division

Set up an organization group

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Control card spend with Merchant Categories

Customize an organization's card-issuing settings

Customize an organization's Benefit Stack settings

Choose what eligible expenses your benefits cover

Manage accrual claims in Health Wallet Manager

Edit contribution limits for select benefits

Set up HRA coverage levels

Set up an embedded deductible for a Traditional HRA

Design benefit plans

Review member information

Edit benefit template

Unenroll members from a benefit plan

Deactivating members

Set up who pays HSA investment fees for an organization

Manage dependents for members

Update member details

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Update a member’s benefit after a qualifying life event

Submit a claim for a member

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Set default card-issuing settings

Understand how our platform handles HSA contribution limits

Funds temporarily held: Contribution Accruals explained

Set the default investment threshold for the platform

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Set default employer contribution amounts for an organization

Manage platform copay matching settings

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Schedule contributions for an organization

Set up automated recurring contributions for an organization and/or divisions

Increase FSA & LP-FSA starting balances for active benefits

Increase initial funding amounts for pending benefits

Make a catch-up contribution for active benefits

Increase FSA & LP-FSA starting balances for pending benefits

Update recurring contribution amounts

Track contributions on the Contributions tab

Schedule contributions to benefit accounts