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Administrator Portal
Administrator Portal
Onboard, engage, and analyze. Learn how to manage your plan like a rockstar.
By Evan and 2 others
3 authors
16 articles
Edukate Basics
What is Financial Wellness?
How Does Edukate Work?
Plan Management
Employer Resources
Adding and Inviting Employees
Removing Employees
How Many Employees Can Be In a Plan?
Switching Between the Employee and Administrator Dashboard
Employer Analytics and Data
Enabling Insights Feature
Employee Engagement
Creating and Running Contests
Adding Custom Content and Documents
Messaging and Emails
Common Email Errors
Whitelisting Edukate Email Servers
Send Messages to Employees Through Edukate
Other Common Questions
Navigating the Partner Profile
Exceeding Plan Quota Error Messages