📄 Who this article is for | Employers with HSA and RA HealthEquity accounts |
🔐 Permissions needed | Manage Users | Learn more about user permissions. |
Obtain a Broker ID
A broker ID is needed in order to grant a broker access to the employer portal.
If you haven't yet, please register as a Broker prior to completing the steps below.
Grant Broker Access to the Employer Portal
Click on Company Detail > Assign Broker/Agency.
Select the ‘I have a Broker/Agency’ radio button.
Enter the broker/agency name or ID and click Search.
If the broker/agency is not found, please fill out the form linked at the bottom of this article in its entirety.
Select the broker/agency.
Add their ‘Effective Date’ (the date they became your broker/agency on record).
Tick the 'Allow your Broker/Agency to have access to your Employer Portal' checkbox.
You also have the option of allowing the broker to make reimbursement account plan changes – tick that checkbox if you want them to have that access as well.
Select role permissions and email notifications you would like your broker to have.
You can learn more about role permissions and notifications in this article.
Click 'Save' to apply your changes.
Authorize a Broker to Complete Renewals
To complete a renewal, your broker will need to have ‘Manage Employees’ permissions. To grant those permissions:
Go to Company Detail > Manage Users.
Click the username of the broker.
Tick the ‘Manage Employees’ checkbox.
Click ‘Save’ to apply your changes.
Set Up a Broker to Receive Renewal Emails Without Portal Access
If you only want your broker to receive renewal notifications without granting them access to your Employer Portal, you can set them up as a Notification-Only User:
Go to Company Detail > Manage Users.
Scroll to the ‘Notifications-Only Users’ section and click Add User.
Fill out the broker’s information and select which email notifications they should receive. Tip: Hover over the email options to learn more about each one.
Click Save to add the Notification-Only user.