CREATE A CLIENT PORTAL

Information found in this folder will walk through the steps needed to configure the settings in a client portal.

Adding Documents and Links: Private
To share files including personal or sensitive information with the EaseCentral team for review or troubleshooting purposes, please upload these files to t...
Mon, 27 Aug, 2018 at 11:28 AM
Add a Company Administrator
Typically the Company Administrator is the person that will handle ongoing employee maintenance (adding new hires, handling terminations, running reports, e...
Mon, 17 Sep, 2018 at 12:03 PM
Company Administrator Login
There is only one login needed for a Company Admin user.  When they log in, they are able to toggle between Personal Profile and Manage Company. This toggl...
Mon, 27 Aug, 2018 at 9:05 AM
Activating Open Enrollment
To review details for allowing employees to elect benefits, see Open Enrollment. To review details for locking EaseCentral so that employees cannot e...
Tue, 11 Dec, 2018 at 10:23 AM
Site Translation
EaseCentral can be translated into Spanish for the employee experience.  There are two ways to enable translation: 1. The employee can click Espanol on...
Wed, 13 Jun, 2018 at 10:15 AM
Require Password Complexity
You may choose to require a higher level of complexity for user passwords in your company portals. Once chosen, this level of complexity will be required fo...
Fri, 19 Oct, 2018 at 6:29 AM
Enable 2-Factor Authentication Enforcement
2-Factor Authentication can be enforced for employees at companies. This advanced security requirement must be set by the broker. Notes: Before enabli...
Thu, 1 Nov, 2018 at 6:57 AM
Single Sign On
Enterprise level subscription holders are able to add Single Sign On (SSO) capabilities to their client's EaseCentral portals as needed.  SSO allows ...
Thu, 18 Oct, 2018 at 1:52 PM
Partner Access
General Agents and other approved partners can add plans, manage employees, and set up integrations in a company portal. Note:  You must first enable the G...
Thu, 3 Jan, 2019 at 9:31 AM
Company Profile
Previous > Adding a Company  Profile > Company Profile Most fields, like FEDERAL TAX ID (EIN) and SIC CODE, are optional but may be required o...
Wed, 28 Nov, 2018 at 11:11 AM