Important note
Only benefit admins can manage or request access and permissions. Add more than one admin to avoid losing access if the responsible for managing the benefit is absent.
- Log in to Wellhub for Companies.
- If there’s more than one, select the company name or the All companies option on the top left corner of the page.
- Click on Settings.
- Under Roles and permissions, click Manage staff users.
- Click Add user in the top right corner of the page, enter the admin’s full name and email, and then click Continue.
- Select the roles you want to assign, and click Continue.
💡 If the All companies option is selected, the new admin will have the same role assigned in all companies of the organization. - Review the information and select the acknowledgement box, if there is one.
- Click Send.
The new admin will receive an email to access the platform.
To edit or remove access, select one or All companies, click on the arrow next to the admin's name in the Manage staff users menu, then on Edit access or Remove access, and confirm.
Roles and permissions available:
Admin: Has full access to the platform's tools, and can assign and edit roles and permissions.
Finance: Can download invoices and update credit cards.
Operations: Can view and manage employees and accept payroll terms.
Analytics: Can view and interact with the dashboard and download reports.
Communication: Can view and download promotional materials.
📌 To manage the benefit for more than one company, it’s necessary to have access to each of them.