Updating Employer Contacts

As a PA and broker, you can easily add, edit and remove Employer Contacts in the account.

Written by Rachael Seida

Updated 11 months ago

This article includes 3 sections: how to add a contact, how to edit a contact, and how to remove a contact.

Guided Tutorial:

Step-by-Step Instructions:

Add a New Contact

Complete the following steps to add contacts:

1. Login to the Ameriflex Client Portal.

The home page appears.

2. Select General from the menu located to left of the page.

The General page appears.

3. Locate the Employer Contacts section and click the dropdown arrow to expand the section.

4. Select Add contact.

The Add Contact window appears.

5. Fill out the new contact's information.

6. Under Access, select the dropdown arrow and choose the level of access the contact should have for the account.

Here's a description of each access level option to help you choose:

Plan Administrator (Full Access): will have full access to the account to view and update anything within the account.
Limited Access: Is where you can choose if that person can either; View Invoice Totals, View Monthly Balance Reports, and View Invoice Transactions

7. Click Save when you are done entering all the necessary information.

You have successfully added a new Employer Contact.

Edit a Contact

1. Login to the Ameriflex Client Portal.

The home page appears.

2. Select General from the menu located to left of the page.

The General page appears.

3. Locate the Employer Contacts section and click the dropdown arrow to expand the section.

4. Choose the contact you'd like to edit by clicking on their name/email.

Note: the contact can be clicked on when they blue in color, as shown.

The Edit Contact window for the chosen contact appears.

5. Modify any or all fields, as necessary.

6. Click Save.

You successfully updated an existing Employer Contact.

Remove a Contact

1. Login to the Ameriflex Client Portal.

The home page appears.

2. Select General from the menu located to left of the page.

The General page appears.

3. Locate the Employer Contacts section and click the dropdown arrow to expand the section.

4. Choose the contact you'd like to edit by clicking on their name/email.

Note: the contact can be clicked on when they blue in color, as shown.

The Edit Contact window for the chosen contact appears.

5. Select Delete.

A pop up appears requesting confirmation of the deletion.

6. Click Confirm.

You successfully deleted an Employer Contact.

Note: If a contact is not listed in our system, Ameriflex will reach out to the person on the account to verify the individual and see if they would like to be added to the account.

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