Plan Administrators with access to editing company settings can easily add other Plan Administrators to their team! Follow these step-by-step instructions:
Log into myHSA as the Plan Administrator at myhsaaccess.com
Navigate to your "Settings" tab
Click "Plan Admin Team"
Click "Add Plan Administrator"
Fill out the mandatory fields of the Plan Administrator form. If you'd like them to be able to receive MFA (Multi-Factor Authentication) codes to their mobile phone, you'll want to include their phone number as well
Select an "Access Mode". The options are:
a. Standard Access - this means the Plan Administrator can add, edit and remove employees as well as view reports, and edit company profile details
b. Read-Only Access - this means the Plan Administrator can only read the details of the reports, the employee profiles and the company profile, but cannot make any edits
c. Reports-Only Access - this means the Plan Administrator can only access reports and cannot read or access anything else. This user type is usually helpful for accountants or professionals who just need to pull reporting but not administer the accounts.Once you have filled out the details, click "Save"
A pop up will come up asking if they should be listed as a "company contact". If you check this off, that means that we will reach out to this PA if we need to contact someone at the company, or provide contact information to employees for further assistance.
9. Check off if you'd like to auto-create employee. This will duplicate the record as an employee profile so that you don't have to start over if the Plan Administrator is also being added with an employee account.
10. Select if you'd like to send the welcome email now, or at a later date. This email will provide the Plan Administrator with their login credentials so that they can access the account
By following these detailed steps, you can efficiently add new Plan Administrators to your company account and customize their access levels and roles within the system.
Need help? Start a live chat with us, or email support@getmyhsa.com and we'd love to help!