Profile Settings
- Reset Multi Factor Authentication (MFA) for a User (Org Admin)
- (Coming Soon) Update MFA Preferences - SMS to Authenticator App
- (Coming Soon) Update MFA Preferences - Authenticator App to SMS
- How to Change Password
- Edit Personal Information - Email
- Edit Personal Information - Mobile Phone Number
Dashboard Overview
Registration
- Organisation Registration
- Create User Account
- Setting Up MFA
- How to add a Branch?
- How to add a Subsidiary?
- How to Close and Re-open Organisations
Employees
- Auto-population of Employees
- Employee Contribution History - Viewing multiple funds
- Stapling Scenario - Adding multiple funds
- Employee Details - Edit or remove funds
- Manual Onboarding – Adding multiple funds for an employee
- Adding Yourself as an Employee When you are an Admin User in the employer portal
Settings
- Employer Branding
- Set Up a Refund Account for Contributions
- Set Up Direct Debit for Contributions
- How to Add & Remove Default Funds
- User Roles & Their Capabilities
- Enable Stapling Service
Contributions
- Employee Creation from Contribution Upload
- Manual Contribution Grid - Displaying multiple funds
- How to Use File Mapper for Contributions
- Contribution Authorisation Flow
- How to Handle Contribution Errors and Warnings SAFF file Upload
- Contribution Status List