Resources for admins supporting their teams
Collections
Set up a new organization
Learn how to manage benefits for an organization, like connecting bank accounts, adding new organizations, restricting an organization's investment products, and more.
10 articles
Design benefit plans
Learn best practices for setting up new benefit plans for organizations
9 articles
Support members
Learn how to review claims, find member information, and set up service agents
8 articles
Manage platform default settings
Learn how partner administrators can set up platform defaults, like investment thresholds and card-issuing settings
8 articles
Schedule contributions to benefit accounts
Learn how to manage employer and employee contributions to their benefits
9 articles
Generate reports
Learn how to generate and analyze benefit utilization with the Report Builder
5 articles