Admin resources
Admin resources for Care Spending Accounts
By Josh and 3 others4 authors46 articles
- Add a new organization
- Add a member
- Assign a benefit program to an organization
- Connect bank account(s) to an organization
- Manage admins for organization groups, organizations, and divisions
- Enroll members in benefits
- Link a bank account to an organization’s benefit plan
- Set up a benefit for a new employer
- Understand how the First Dollar platform handles HSA contribution limits
- Create and manage partner administrator accounts
- Funds temporarily held: Contribution Accruals explained
- Manage platform copay matching settings
- Set default card-issuing settings
- Set the default Benefit Stack settings for the platform
- Set the default investment threshold for the platform
- Understand how our platform handles HSA contribution limits
- Make a “catch-up” contribution to a Care Spending Account
- Update initial funding amounts for a Care Spending Account before enrollment
- Update recurring contribution amounts for a Care Spending Account
- Increase initial funding amounts for pending benefits
- Make a catch-up contribution for active benefits
- Navigating the contributions dashboard
- Schedule contributions for an organization
- Set default employer contribution amounts for an organization
- Set up automated recurring contributions for an organization
- Update recurring contribution amounts