Account & User Administration
9 articles
- Connect a Company Bank Account to HealthEquityHow to connect and verify your company’s bank account with HealthEquity for Electronic Funds Transfers (EFT).
- Add or Update Administrative User Permissions and NotificationsHow to grant administrative access so users can complete actions in your employer portal account and setup email notifications.
- Add or Update Broker Access & NotificationsHow to assign and update broker/agency employer portal access and renewal notifications.
- Manage Company DetailsHow to manage and update company information, main point of contact, and invoice and funding reminder notification settings.
- Update admin username, security questions, and password
- View and Update Company Address
- New Admin Account LoginThis article guides you through setting up your security question, creating a password, and verifying your email for client portal access.
- Managing Contacts: Access, Permissions, and ResponsibilitiesHow to create and manage contacts in the client site.
- Reimbursement Plan Design VisibilityGet instant access to your benefit plan configurations.