User Management for Brokers
How to Invite an Employer-Client User
Login to ERISAfire Projects. Upon login, you’ll see your dashboard. Click on the members button located on the far left to go to the members page for your agency.
2. Once you're on your agency's member page, you'll see two tables. The Employers table on the right is where you’ll find a list of all the employer-client companies your agency represents. Only employer-clients for whom ERISAfire provides benefits compliance services will be listed.
3. Click on an employer-client’s company name to view a list of that company’s users.
4. You’ll be directed to your employer-client company's member page, which shows its Users table. Here you can see a list of all the contacts from that company who’ve already been invited to ERISAfire Projects.
5. If you want to add an employer-client contact for this company, click Invite a Client at the top right corner of the table.
6. A dialogue box will appear. Enter your client's email address and click the orange Send Invite button. This will send an email invitation to register for ERISAfire Projects.
How to Remove an Employer-Client User
Login to ERISAfire Projects. Upon login, you’ll see your dashboard. Click on the members button located on the far left to go to the members page for your agency.
2. Once you're on your agency's member page, you'll see two tables. The Employers table on the right is where you’ll find a list of all the employer-client companies your agency represents. Only employer-clients for whom ERISAfire provides benefits compliance services will be listed.
3. Click on an employer-client’s company name to view a list of that company’s users.
4. You’ll be directed to your employer-client company's member page, which shows its Users table. Here you can see a list of all the contacts from that company who are in ERISAfire Projects.
5. In the Users table on the left, click on the edit icon in the same row as the employer-client user you'd like to remove.
6. You will be directed to a page that will give you the option to deactivate that specific user. Click on the red Deactivate User button.
7. You'll be asked to confirm deactivation. Click Yes. The deactivated user receives an email letting them know they have been deactivated from ERISAfire Projects.
Questions? If you have any questions, feel free to reach out via the in-app messenger (friendly blue guy in the lower right-hand corner) here or on ERISAfire Projects.