Admin resources
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38 articles
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
Connect bank account(s) to an organization
Create and manage organization administrators
Add a new organization
Generate organization reports
Create and manage partner administrator accounts
Understand how our platform handles HSA contribution limits
Funds temporarily held: Contribution Accruals explained
Set default card-issuing settings
Set the default Benefit Stack settings for the platform
Set the default investment threshold for the platform
Manage platform copay matching settings
Schedule contributions for an organization
Make a catch-up contribution after the benefit enrollment start date
Update FSA & LP-FSA starting balances after the enrollment start date
Update FSA & LP-FSA starting balances before the enrollment start date
Update initial funding amounts before the enrollment start date
Set default employer contribution amounts for an organization
Navigating the Contributions Dashboard: Types, statuses, & more
Connect an organization’s payroll via Finch
Set up automated recurring contributions for an organization