Presentation on theme: "Module 3 Administering SmartBenefits. In this module, you will learn how to perform the following functions: 1. add administrator 2. modify an account."— Presentation transcript:
In this module, you will learn how to perform the following functions: 1. add administrator 2. modify an account 3. change the password
As the main account administrator, you have the ability to perform certain functions that only you are allowed to perform. Only the main account administrator can add administrators, modify the account, reset passwords, and terminate users/administrators from your account.
To add “new” administrators to your account: Click on the Account Administration tab Select Add Administrator SmartBenefits Home page screen here.
Click the “New Administrator” button at the top of your screen. Administrator Profile Summary Screen here
Key in the User ID. You can create this User ID. For now, we will use RuckerA. Key in the User Name – Antoinette Rucker. These fields are optional – Email, organization, street address, city, state, zip code. The status field should remain ACTIVE. Highlight the PASSWORD field. Type over it with a temporary password that you can create. We will use 1234. Click save The message “Administrator profile has been created successfully.” will appear on the screen. Click cancel Add Administrator Screen here
This brings you to a list of all administrators in your program. You will see the one you just created – Antoinette Rucker. The first time Antoinette logs in, she will have the same company customer ID, but she will use the user ID just created for her. Then she will be prompted to change her password to one that she selects for herself. Administrator Profile Summary screen here