Previous provider transition: other benefits providers

To move your account to Alice, add a read-only administrator in your current provider's portal so we can pull your historical data. These steps fit most commuter benefit, FSA, and HSA portals.

Add a read-only administrator user

1. Log in as an existing administrator

2. Go 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

Select 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 a 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 select Save, Create, or Send Invitation.

8. Wait for 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.

Need help?

Email admin-support@thisisalice.com or call (929) 552-4625.

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