How to Create or Edit Users in the BeneMoney Portal

Creating a New HR Admin User

Follow these steps to add a new HR administrator:

1. Navigate to User Accounts and choose Create Users.
2. On the Create User screen:
   1. Select User Type: Choose HR Admin.
3. Enter all required information (marked with an asterisk *), including:
   1. First Name
   2. Last Name
   3. Email Address
   4. Password
   5. Security Questions
4. Assign Permissions: Check each feature this user should be able to access.
   1. Any permission left unchecked will not appear in their menu.
5. Select Is Active for Enable/Disable
6. Click Create Account to finalize.

Editing an Existing HR User

Use this feature to update a user's info or modify their permissions.

1. Navigate to User Accounts and select Edit Existing Users.
2. Enter the user’s email address (username) and click Search.
   1. If valid, their information will load.
   2. If not, the system will display an error message.
3. Update any details as needed, including:
   1. Permissions
   2. Contact information
   3. Access settings
4. Click Update to save changes.

Disabling or Enabling a User

To manage user access:

1. Open the user’s profile via Edit Existing Users.
2. Use the Disable/Enable checkbox:
3. Checked → The account is active.
4. Unchecked → The account is disabled.
5. Click Update Customer to save.