Admin Action

Manage company settings and profile

Update corporate details and maintain the plan administrator profile.

Steps

  1. 1.Open profile settings and navigate to Corporate Settings.
  2. 2.Update business identity and address details as needed.
  3. 3.Return to Profile to review administrator details and plan documents.
  4. 4.Confirm the information before making plan-level changes.

Supporting screenshots

Corporate settings entry point and company details area.

admin

Corporate settings entry point and company details area.

Plan administrator profile and settings.

admin

Plan administrator profile and settings.