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To Do - Assign Managers
The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review. Use the dropdown menu for each To Do list header to ...
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 ...
Subgroups - Managing and Mass Assigning
In the Subgroups area, you can manage existing subgroups, add subgroups, and mass assign/move employee subgroups. The "Subgroups" area is accessed by selecting the "Account" dropdown, then "Subgroups." To edit subgroup names: Hover over the action ...
Subgroups
Subgroups allow BerniePortal to correctly organize and categorize employees. For example, say that benefit offerings vary between employees based on their status (managers, full time, part time). Subgroups help you define those groupings to ensure ...
Feature Admins
Feature Admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. While an employer's Global Admin has full access to BerniePortal, Feature Admins operate as additional admins that can be assigned to a ...