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.
Design benefit plans
Learn best practices for setting up new benefit plans for organizations
Support members
Learn how to review claims, find member information, and set up service agents
Manage platform default settings
Learn how partner administrators can set up platform defaults, like investment thresholds and card-issuing settings
Schedule contributions to benefit accounts
Learn how to manage employer and employee contributions to their benefits
Manage required minimum funding (RMF)
Learn what RMF is and how our platform handles RMF
Customize organization settings
Learn how to set up unique settings for an organization