Enrollment Change Log
When you’re reviewing enrollment change submissions, it’s now easier for you to identify what changes were requested by the user. Find out how!
Main Content
Category: Training
Assigning User Roles
Want to turn functionality on or off for different types of users? Here’s how you can manage that by assigning user roles.
Creating an Admin Login Account
Here’s a step-by-step view of how to create a login account for your staff and other types of admin users.
Creating Group Administrator Login Accounts
Learn how to create a portal account for Employers, Brokers, and other Group Administrators in this training.
Creating a Member Login Account
Your web portal lets members create their own login account, but sometimes members need some help. Here’s how you can create a web portal account on behalf of a plan member.
Resetting a Member Password
Here’s how you can reset a member’s password for your portal.
Unlocking a Member Login Account
Has a member entered an incorrect password too many times and locked himself out of your portal? Here’s how to fix it!
Resolving Unapproved Member Accounts
If a member’s eligibility data has changed, his login account will be locked as a result. Here’s how to update his account so he can log back in.