Here's a step by step guide on how to remove a Plan Administrator account for Plan Admins with standard access, and for Advisors.
For Plan Admins with standard access:
Login to your Plan Administrator dashboard from a desktop browser.
Go to Settings from the right hand corner.
Navigate to "Plan Admin Team"
Find the account from the list of plan administrators.
Click the grey bin icon to remove them.
This section allows you to easily add or remove members of your admin team, helping keep your company account up to date.
If you have any questions or need assistance, feel free to reach out to our support team at support@getmyhsa.com.
The steps vary for Advisor accounts, here's a brief guide below!
For Advisors:
Login to your Advisor portal from a desktop browser.
Navigate to your "Clients" tab from the left hand side bar.
From the list of companies, scroll to directly click the company the Plan Admin is under.
You'll view the company profile, click the "Plan Admins" tab.
Click the grey bin icon to "Delete PA".
Following these steps makes it easy to manage Plan Admins for your client's company account. You can add or remove admins as needed to make sure the right people have access to the company profile and everything stays up to date.
If you have any questions, please don't hesitate to reach out to our support team at support@getmyhsa.com!