Account Administration for Plan Administrators
Manage your employee list and organization details.
13 articles
How do I reset the password on my administrative account?
About the administrative portal
How do I create my account in the administrative portal?
How do I add & remove administrator access?
How do I add members to the administrative portal?
How do I deactivate a member in the administrative portal?
How do I download bills and invoice details from the administrative portal?
How to update organization details
How do I update credit card information in the administrative portal?
How do I create a CSV-encoded file for my list of members?
How do I modify member details in the administrative portal?
How do I reactivate a member on the administrative portal?
What are the eligibility requirements for members?