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.