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Below is a set of instructions for adding admin access that applies to most employee benefits provider portals (e.g., commuter benefits, HSA/FSA, COBRA, payroll-adjacent systems).

Generic Instructions: Add a Read-Only Administrator User

Log In as an Existing Administrator

1. 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

     
     

2. 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 that provides 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

3. Review and Save

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

4. User Activation

   The platform will automatically send an email to team@zenpretax.com with instructions for setting a password and activating the account.

5. Verify Access (Recommended)

   After activation, confirm the user status shows Active

Notes

• Third-party consultants may require explicit acknowledgment or approval depending on the provider.
• Provider support can assist if permission controls are unclear or limited.