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.
11 articles
- Add a new organizationLearn how to add a new organization to the Health Wallet Manager
- Manage admins for organization groups, organizations, and divisionsLearn how to set up and manage admin accounts for organizations on our platform.
- Set up a benefit for a new employerStep-by-step guide on how to add a new benefit for a new employer.
- Connect bank account(s) to an organizationLearn how to connect bank accounts to an organization via Plaid or manual entry, select a default account, and more.
- Assign a benefit program to an organizationNeed to set up a benefit for a new employer? Here's the place.
- Add a memberWhether you're trying to set up a new hire or an entire organization, your first step is adding them as a member.
- Enroll members in benefitsAre you ready to enroll members of an organization into an LSA, FSA, HRA, HSA, or another benefit? Read this article first.
- Link a bank account to an organization’s benefit planConnected bank accounts can be used to fund organization-funded benefits. One account can be designated for FSA, another for HSAs, etc.
- Platform organization hierarchyLearn the role and abilities of partners, organization groups, organizations, and divisions on the platform
- Set up a divisionLearn how to set up a division and assign benefits independently from a managing organization.
- Set up an organization groupLearn how to set up an organization group, add admins, and assign existing organizations in the Health Wallet Manager.