Go to ERISAfire
All Collections
ERISAfire Projects

ERISAfire Projects

Dana Stoerkel avatar ERISAfire Admin avatar
8 articles in this collection
Written by Dana Stoerkel and ERISAfire Admin

How to Send us Stuff

Securely sending files to ERISAfire
Dana Stoerkel avatar
Written by Dana Stoerkel
Updated over a week ago

Registering for ERISAfire Projects

Step-by-step instructions for ERISAfire Projects registration
ERISAfire Admin avatar
Written by ERISAfire Admin
Updated over a week ago

Resetting Your Password

Step-by-step instructions for resetting your ERISAfire Projects password
ERISAfire Admin avatar
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
ERISAfire Admin avatar
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
ERISAfire Admin avatar
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
ERISAfire Admin avatar
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
ERISAfire Admin avatar
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
ERISAfire Admin avatar
Written by ERISAfire Admin
Updated over a week ago