How can I provide administrative access to the Benefits Administration platform?

You can provide admin access to the Benefits Administration platform by ensuring the employee's Access Role has the proper permissions in HRIS.

The Access Benefits permission provides access to the Benefits Administration platform, and makes the Manage Benefits button visible on the employee's Namely homepage.

If you'd like to permit employees in the access role to also access your plan setup, you'll need to add the Benefits Setup permission as well. An employee who has Access Benefits Admin, but not Benefits Setup will be able to launch the Benefits Administration platform, but they will receive an error if they attempt to enter Plan Setup to edit any plans.

You can add these permissions to an Access Role by following these steps:

  1. From your homepage, click Company.

  2. Click Settings > Roles and Permissions.

  3. Click Edit next to the desired Access Role.

  4. Check the boxes next to Access Benefits Admin and/or Benefits Setup.

  • Both options are found under Global General Permissions.

  1. Click Save.

It's important to note that access to the Benefits Administration platform will be available to all employees in the access role.