How to add an external user

How to assign an external user

To assign an external user, such as your broker, to the benefits admin role, start by going to Admin settings. On the Permissions page, view the External users tab. You'll need to have Owner level permissions in order to do this.

Click the Add person button. Enter the name and email address of the external user and select the role you'd like them to have. 

An external user is not added as an employee and will not show up in your employee directory. There is no added cost for adding external users.

After you send the invitation you'll see the person you've added on the list of external users.