Add another benefits provider

These instructions cover the general flow for adding a read-only administrator inside most employee benefits provider portals (commuter benefits, FSA, HSA, etc.) so we can pull the historical data needed to transition your account to Alice.

Add a read-only administrator user

1. Log in as an existing administrator

2. Navigate to user or account management

From the main dashboard, look for a section labeled:

Administration
Settings
User Management
Manage Users
Account Access

3. Start the "Add User" or "Invite User" flow

Click Add User, Create User, or Invite User.

4. Enter the new user's details

Full Name: Mackenzie Richards
Job Title / Role: Benefits Consultant
Company / Organization: Zen Benefits Consulting
Email Address (login): hello@zenpretax.com
Phone Number: (516) 518-8620

5. Select role or access level

Assign a role with full read/view access. Common role names include:

Manager
Auditor
Consultant
Reporting Access

6. Configure permissions (if applicable)

Confirm the user can view:

Employee and participant records
Plan details and configurations
Contributions, balances, invoices, and reports

7. Review and save

Review the entered details and permissions, then click Save, Create, or Send Invitation.

8. User activation

The platform will automatically email team@zenpretax.com with instructions for setting a password and activating the account. Our team will review and confirm a transition plan.

9. Verify access (recommended)

After activation, confirm the user status shows Active.

Notes

Provider support can usually help if the permission controls aren't clear or are limited.

Questions about your transition? Email support@thisisalice.com or call (888) 431-4355.

Specific benefits, election rules, and run-out periods depend on your employer's plan design. Check with your HR team or plan administrator for details.

Trademarks, brands, and product names referenced in this article are the property of their respective owners. References are for descriptive purposes only and do not imply endorsement. For definitive information about a third party's products or services, contact that party directly.

Alice does not provide tax, legal, or financial advice. Consult your own tax preparer, lawyer, or financial advisor for guidance specific to your situation.