Admin Resources
Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!
By Josh and 3 others4 authors39 articles
Understand how the First Dollar platform handles HSA contribution limits
Create and manage partner administrator accounts
Funds temporarily held: Contribution Accruals explained
Manage platform copay matching settings
Set default card-issuing settings
Set the default Benefit Stack settings for the platform
Set the default investment threshold for the platform
Understand how our platform handles HSA contribution limits
Increase FSA & LP-FSA starting balances for pending benefits
Increase FSA & LP-FSA starting balances for active benefits
Increase initial funding amounts for pending benefits
Make a catch-up contribution for active benefits
Navigating the contributions dashboard
Schedule contributions for an organization
Set default employer contribution amounts for an organization
Set up automated recurring contributions for an organization