Account Tab - Knowledge Base | BerniePortal

Account Tab

The “Account” tab of an employer’s account area houses Account Information, Account Owner Information, and Enabled Features. The "Account" area is accessed by selecting the "Account" dropdown, then "Account."

 

Account Information:
Current address information, language preference, and employer code is housed under the “Account Tab.”

To edit your employer’s address or language preference:
  1. Select the “Account” tab in the left menu. 
  2. Edit address information in the appropriate fields. 



What is an Employer Code?
Each employer in BerniePortal has a unique Employer Code, which acts as an identifier for that employer. Employees onboarded without an email address will use this code upon their first login to BerniePortal. 


Account Owner:
The account owner area lists the current global admin for an employer.


Features:
The features area lists all enabled features for an employer’s account. 


Didn't find what you were looking for? Send us a ticket.

    • Related Articles

    • Account Owner

      Transferring account ownership will give employer admin authority to whomever is listed as the Account Owner. Account owners oversee all employer settings as well as employee activity in BerniePortal. The current Account Owner will be listed under ...

    • Employer Signature

      As a global admin, you can add an employer signature, which can be added to certain documents generated from BerniePortal. Once added, the signature will automatically generate for paperwork such as carrier forms, if mapped. To add an Employer ...

    • Email Settings

      It's important to ensure the right parties are notified of actions taken in BerniePortal. Benefit, PTO and Billing email notifications can be configured in the “Email” area of your Account Settings. To configure Benefit emails: Select the "Account" ...

    • How to Link Existing Employees with a Google Workspace Account

      BerniePortal's no-cost integration with Google Workspace allows you to link an existing employee's BerniePortal account with their existing Google Workspace account. Linking an employee's BerniePortal account with their Google Workspace account ...

    • Guided Employer Setup - Step by Step Instructions

      Ready to setup your organization with BerniePortal? The guided employer setup experience will help you set up your organization more quickly, as well as customize BerniePortal for your business. The setup process is designed as a checklist to easily ...