Manage platform default settings
Learn how partner administrators can set up platform defaults, like investment thresholds and card-issuing settings
8 articles
- Create and manage partner administrator accountsLearn how to set up and manage Super Admin, Admin, Tier-Two Agent, and Agent roles.
- Set default card-issuing settingsVirtual cards? Physical cards? No cards? Both? Learn how you can set default card-issuing settings in the Health Wallet Manager
- Understand how our platform handles HSA contribution limitsLearn how our platform handles health savings account contribution limits for members
- Funds temporarily held: Contribution Accruals explainedMembers can't receive HSA, DC-FSA, & Commuter funds if they haven't successfully enrolled (i.e., KYC review). Here's how we hold funds.
- Set the default investment threshold for the platformMembers must have enough funds to meet the investment threshold before investing their health savings account funds. Learn how here.
- Set the default Benefit Stack settings for the platformThe Benefit Stack settings allow you to arrange all benefit templates by your preferred depletion order of funds. Here’s how.
- Set default employer contribution amounts for an organizationLearn how to set up default recurring and initial contribution amounts for an organization
- Manage platform copay matching settingsLearn how partner admins can enable organization admins to set copay matching rules for their organization.