Just like with employees, you can also add and remove additional administrators as needed. This article walks you through how to add a new administrator to the benefit and how to remove them.
How to add an administrator to the benefit
As an administrator of your PeopleKeep account, you can add additional people to the account to help you manage employees and approve reimbursements. Below are step-by-step instructions to walk you through each process.
Granting admin permissions to someone already added to your account
Admins have permissions in their accounts, like the ability to add or remove employees, update billing information, and approve reimbursements for employees. You can make anyone an admin.
Step 1: From your Dashboard left side navigation bar select Company Settings and select "Admins"
Step 2: From the drop-down box select a user and then select the green "+Add admin" to the right
Adding a new admin to the account (who is not benefit eligible)
To add a new admin to the account who is not benefit eligible, like an s-corp owner or third party administer, take the following steps:
Step 1: From your Dashboard left side navigation bar select Manage People
Step 2: Click the green "+ ADD PEOPLE" above Eligible Employees
Step 3: Enter their information and under the Employment status select "Other"
Step 4: Click Save
Step 5: From your left side navigation bar select Company Settings and select "Admins"
Step 6: From the drop-down box select the user and then select the green "+Add admin" to the right
Adding a new admin to the account (who is benefit eligible)
To add a user to the account who is benefit eligible themselves and also make them an admin, follow these steps:
Step 1: From your Dashboard left side navigation bar select Manage People
Step 2: Click the green "+ ADD PEOPLE" above Eligible Employees
Step 3: Enter their information and under the Employment status select if they are W2 Full-time or W2 Part-time
Step 4: Click Save
Step 5: Click the three dots under actions and then "invite"
Step 6: From your left side navigation bar select Company Settings and select "Admins"
Step 7: From the drop-down box select the user and then select the green "+Add admin" to the right.
How to remove an administrator
As an administrator of your PeopleKeep account, you can remove another administrator from the account. Below are step-by-step instructions to walk you through the process.
Step 1: Go to Company Settings from your Dashboard left side navigation bar
Step 2: Select the Admins tab
Step 3: Select "Remove administrator permissions" next to the user's name you want to remove
Step 4: Select "Remove admin" in the pop-up window to confirm the removal of the administrator
NOTE: If you need to terminate them completely (not just remove administrator privileges) you will need to follow the steps to terminate an employee