Add Other Benefits Provider
Below is a set of instructions for adding admin access that applies to most employee benefits provider portals (e.g., commuter benefits portals).
Instructions: Add a Read-Only Administrator User
- Log In as an Existing Administrator
Sign in to the employer or plan sponsor portal using credentials with administrator-level access.
- Navigate to User or Account Management
From the main dashboard, locate a section commonly labeled:
- Administration
- Settings
- User Management
- Manage Users
- Account Access
- Start the “Add User” or “Invite User” Flow
- Click Add User, Create User, or Invite User.
- Enter the New User’s Details
- Populate the user profile fields with the following information:
- Full Name: Mackenzie Richards
- Job Title / Role: Benefits Consultant
- Company / Organization: Zen Benefits Consulting
- Email Address (Login): team@zenpretax.com
-
Phone Number: (516) 518-8620
- Select Role or Access Level
Assign a role with full read/view access. Common role names include:
- Manager
- Auditor
- Consultant
- Reporting Access
- Configure Permissions (If Applicable)
Confirm the user can view:
- Employee and participant records
- Plan details and configurations
- Contributions, balances, invoices, and reports
- Review and Save
Review the entered details and permissions, then select Save, Create, or Send Invitation.
- User Activation
The platform will automatically send an email to team@zenpretax.com with instructions for setting a password and activating the account. Our team will review and set a transition plan.
- Verify Access (Recommended)
After activation, confirm the user status shows Active
Notes
- Provider support can assist if permission controls are unclear or limited.