Do you need to submit a file, photo or other document to Simply Benefits? Instead of emailing us, log in to your Administrator Portal and share it with us there.
What is the File Manager?
To strengthen and ensure continuous security of our client data, Parent Administrators (PA) have access to a secure File Manager in the Simply Benefits Admin Portal labeled Files. This File Manager functions as a secure dropbox and allows documents to be shared with Simply Benefit agents while ensuring the security of private information.
Using the File Manager, Parent Administrators are able to view, upload, download, and remove additional documents related to your group or have been requested by Simply Benefits agents. All requests from Simply Benefit agents for supporting information will require any documents to be uploaded via this dropbox.
By using the File Manager, we can avoid sharing sensitive documents via email.
* Parent Administrators are only able to access the account file manager through a web browser. The File Manager is not available through the app at this time. *
How to Create Folders
Folders are the easiest way to organize the files submitted in your File Manager.
1. Open the Simply Benefits Admin Portal then locate and click Files in the side menu.
2. Click Create a Folder button in the top right-hand corner.
3. Label the Folder, then hit Create.
You can create subfolders to help further organize your documents. Folder management only includes the ability to create folders. Folders cannot be deleted at this time.
How to Submit/Share Documents with Simply Benefits Agents
1. Open the Simply Benefits Admin Portal in a web browser, then locate and click Files in the side menu.
2. Select which folder you would like to upload your file to.
3. In the top right hand corner click the button Upload File.
4. Select which file you would like to upload.
5. Once submitted, the file will now be accessible with Simply Benefits Agents and other Parent Administrators.
Editing/Deleting Files
To view or delete a file within your File Manager.
1. Open the Simply Benefits Portal then locate and click Files in the side menu.
2. Select the folder in your File Storage Manager which contains the file you want to view or delete.
3. Once you have found the file you wish to view or delete, click the 3 dots on the right.
4. You have the choice of either Opening or Deleting the File.
Who has Access to File Storage?
Plan Sponsors - Full Access to view/add/remove documents in File Manager as well create folders within the dropbox.
Parent Administrators - Full Access to view/add/remove documents in File Manager as well create folders within the dropbox.
Secondary Administrators - No access to the File Manager dropbox
*Any documents that are added by another parent administrator will be viewable by all.*