Admin Guide

Navigate to the app and sign in using your program admin credentials via the user icon in the left sidebar. Program admin accounts have access to the employees, benefits, orders, and ticker messages for their assigned program(s).

Use the left sidebar to navigate. Click the hamburger menu icon to expand the full navigation overlay. As a program admin, your nav is scoped to the sections relevant to managing your program: Employee, Admin, and Docs.

Go to Admin > Manage Benefits and Programs > Programs tab > "New Program". Set the program name, benefit model (combined or separate per classification), allowance amounts, reset period, tenure-based amounts, admin email, default margin %, and optionally restrict which products and classifications are available.

Go to Admin > Manage Job Titles to create job titles for a program. Each job title can have allowed protection tiers assigned. When you assign a benefit to an employee and select their job title, those tier restrictions are automatically applied.

Go to Admin > Manage Benefits and Programs > Employees tab > "Assign Benefit". Enter the employee's name, email or username, phone number (for SMS), department, job title, hire date, and select a program. Set a password. Optionally override allowed protection tiers.

Click "Template" in the Benefits page to download an Excel template, fill it in, then click "Import" and upload. The system creates new records or updates existing ones based on email address.

Click the pencil icon on any employee card to open the edit form. Update any field including allowance, used amount, password, status, notes (timestamped), and protection tier restrictions.

Each employee has a status: Active (can purchase), Inactive (blocked), or Exhausted (allowance used up). The rolling reset countdown shows days until the benefit resets based on last purchase date + program reset period.

If a program has New Hire and Long-Term amounts set, the system applies the correct amount based on hire date automatically. Employees under 1 year get the New Hire amount; 1+ years get the Long-Term amount.

Purchase history is visible on each employee card in the Benefits page (last 3 purchases shown). Full history is on the employee's My Benefits portal page.

When an order is placed, an email is sent to the admin email on the benefit program and a confirmation email + SMS is sent to the employee (if they have a phone number).

Go to Admin > Benefits and Programs Dashboard for an overview of total employees, budget allocated vs. used, and utilization charts by department and program.

Employees access the store via the Employee Login page (linked from the nav). They log in with their email or username and password set by the admin. No platform account needed.

Employees can click "Forgot Password?" to request a 6-digit SMS reset code sent to their registered phone number. They enter the code and set a new password without admin involvement.

Once logged in, employees browse the Collection. Only products allowed by their program and protection tier restrictions are shown. Their allowance is applied automatically at checkout.

Employees view their allowance, usage, purchase history, and invoice details at My Benefits. They can print, email, or text invoices from there.

1) Create a Benefit Program with the correct benefit model, allowance, and reset period. 2) Create Job Titles for the program with appropriate tier restrictions. 3) Add employees individually or import via Excel. 4) Set passwords for each employee. 5) Share the Employee Login URL with employees.

To manually reset, edit the employee record and set "Used Amount" to 0 and clear the "Last Purchase Date". The next reset date will update accordingly.

In the Program form, use the "Included Products" and "Allowed Classifications" fields to restrict what employees see. Leave empty to allow all products and classifications.

In the employee record, use "Allowed Protection Tiers" to limit tier access. This overrides job title restrictions. Leave empty to inherit the job title settings.

Go to Admin > Manage Ticker Messages to create scrolling announcement messages shown to employees in your program. Set the message text, an optional link, and an optional start/end date window.

Messages can be scoped to your program number so only your employees see them. Use the sort order field to control the display sequence when multiple messages are active.