There are two types of Administrators that can be on a Simply Benefits account: Parent Administrator and Plan Administrator


There is only one Parent Administrator that is assigned and managed by the Insurance Advisor in charge of the account (typically a Manager, Owner, or HR Generalist). The Parent Administrator has full access to the administrator portal including access to all divisions for the account and the ability to add additional Plan Administrators. 


Plan Administrators will be assigned by the Parent Administrator and given access to one or more divisions. They will only be able to view and edit information for the assigned divisions. There is no limit to the number of Plan Administrators that can be added to the account.


Role Permissions 


Function

Parent Admin 

Plan Admin

View Plan Coverage

Yes

Yes

View, manage, and add employees

All divisions

Only assigned division(s)

View Invoices 

All divisions

Only assigned division(s)

View Reports

All divisions

Only assigned division(s)

Add, edit, and remove plan administrators

Yes

No



To learn how to add and manage your plan administrators, watch the video below: