As an employer, you can choose to give your Benefits Advisor limited access to the benefits module of your company’s Collage account. This access will enable your Advisor to view and edit employees enrolled in the company benefits and assist you with benefits-related matters if/when it’s needed.
Note: If your company enables Single Sign On (SSO) in Collage, then your Advisor will NOT be able to access using their current email. They will need a new email setup with your company’s email provider.
To provide access to your Advisor, complete the following steps:
Giving Advisor Access
Login to Collage HR
Create a new Role for Benefits Advisor
Go to Company Settings
Scroll to Roles & Permissions
Add new Custom Role: Benefits Advisor
Check ☑ the following only:
Benefits Admin - give access to company benefits plans, view/edit employee benefits enrolment information and enroll employees into benefit classes
Reporting - General Reports - Check ☑ the following:
Benefits Updates (includes sensitive data)
Dependents Benefits Eligible Report
Additional Coverage Eligibility Report
Set Data Access Settings
Users with this role can access information for: All Employees
Select NO Access for the following options.
Personal Information - No Access
Job Information - No Access
Time Off Information - No Access
Employee Compensation - No Access
Banking Information - No Access
Emergency Contact information - No Access
Documents - No Access
Notes - No Access
Tasks - No Access
Performance Goals - No Access
Create New User
Go to Company Settings
Scroll to Users
Select blue button: Invite External User
Add External User - update Advisor First & Last Name, Email + select role Benefits Advisor
Select Save and you’re done!
Learn more about:
Creating custom roles
Adding external users
Managing admin access