Inspira Financial Help Center for Admins

Admin resources

Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!

Set up a new organization

Add members to an organization

Enroll members in benefits

Link a bank account to an organization’s benefit plan

Set up a benefit for a new employer

Assign a benefit program to an organization

Create and manage organization administrators

Add a new organization

Connect bank account(s) to an organization

Design benefit plans

Edit benefit template

Control card spend with Merchant Categories

Support members

Review member information

Manage the claims dashboard

Unenroll members from a benefit plan

Understand the card activation process

Deactivating Members

Manage platform default settings

Create and manage partner administrator accounts

Understand how our platform handles HSA contribution limits

Funds temporarily held: Contribution Accruals explained

Set the default Benefit Stack settings for the platform

Set the default investment threshold for the platform

Manage platform copay matching settings

Schedule contributions to benefit accounts

Schedule contributions for an organization

Make a catch-up contribution for active benefits

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

Update recurring contribution amounts

Navigating the Contributions Dashboard: Types, statuses, & more

Set default employer contribution amounts for an organization

Set up automated recurring contributions for an organization

Manage benefit funding

Funding for notional benefit accounts (FSAs, HRAs, LSAs, & Commuter)

Customize organization settings

Customize an organization's Benefit Stack settings

Set a custom investment threshold for an organization

Customize an organization's card-issuing settings

Set copay matching rules for your organization

Restrict an organization's investment products

Generate reports

Generate and analyze a contributions report

Generate organization reports