ERISAfire Projects
8 articles
Written by Dana Stoerkel and ERISAfire Admin


How to Send us Stuff
Securely sending files to ERISAfire
Written by Dana Stoerkel. Updated over a week ago
Registering for ERISAfire Projects
Step-by-step instructions for ERISAfire Projects registration
Written by ERISAfire Admin. Updated over a week ago
Resetting Your Password
Step-by-step instructions for resetting your ERISAfire Projects password
Written by ERISAfire Admin. Updated over a week ago
Customizing Your Dashboard
How to add clients, remove clients and customize your ERISAfire Projects dashboard view
Written by ERISAfire Admin. Updated over a week ago
How to Change Your Email Address
Step-by-step instructions for updating your email in ERISAfire Projects
Written by ERISAfire Admin. Updated over a week ago
User Management for Brokers: Inviting and Removing Colleagues
How to invite and remove your colleagues from ERISAfire Projects
Written by ERISAfire Admin. Updated over a week ago
User Management for Brokers: Inviting and Removing Employer-Client Users
How to invite and remove your clients from ERISAfire Projects
Written by ERISAfire Admin. Updated over a week ago
Client Management for Brokers: Deactivating an Employer-Client Company
How to deactivate companies you're no longer representing in ERISAfire Projects
Written by ERISAfire Admin. Updated over a week ago