Administrator Portal

Onboard, engage, and analyze. Learn how to manage your plan like a rockstar.

16 articles in this collection
Written by Chris, Evan Glazer, and Mark Krupinski

Edukate Basics

What is Financial Wellness?

The basics of financial wellness and how employers can help.

Written by Chris
Updated over a week ago

How Does Edukate Work?

The basics of Edukate and financial wellness in the workplace.

Written by Chris
Updated over a week ago

Plan Management

Employer Resources

Use our additional employer resources and toolkit to get the most out of Edukate.

Written by Chris
Updated over a week ago

Adding and Inviting Employees

Importing a list of employees to invite to join Edukate with a CSV file.

Written by Evan Glazer
Updated over a week ago

Removing Employees

Written by Chris
Updated over a week ago

How Many Employees Can Be In a Plan?

Adding more employees to your plan and plan limits.

Written by Chris
Updated over a week ago

Switching Between the Employee and Administrator Dashboard

The employee experience looks different from plan administrators and employers.

Written by Chris
Updated over a week ago

Employer Analytics and Data

Get insights and data about your organization and employees. Create reports from the dashboard.

Written by Evan Glazer
Updated over a week ago

Enabling Insights Feature

Insights let employees communicate with their employer directly through the dashboard.

Written by Chris
Updated over a week ago

Employee Engagement

Creating and Running Contests

Schedule and run contests on Edukate to engage employees with gamification.

Written by Chris
Updated over a week ago

Adding Custom Content and Documents

Employers can share custom links, tools, and content with their employees.

Written by Chris
Updated over a week ago

Messaging and Emails

Common Email Errors

I received an email failed error message - why and what do I do?

Written by Chris
Updated over a week ago

Whitelisting Edukate Email Servers

Prevent Edukate's emails from getting marked as SPAM for your employees.

Written by Chris
Updated over a week ago

Send Messages to Employees Through Edukate

Send in-app messages and emails to your employees through the Edukate application.

Written by Mark Krupinski
Updated over a week ago

Other Common Questions

Navigating the Partner Profile

If you control multiple plans, see and manage them from the partner profile page.

Written by Evan Glazer
Updated over a week ago

Exceeding Plan Quota Error Messages

Exceeding total number of employees allowed in an Edukate plan.

Written by Chris
Updated over a week ago