Skip to main content

How do I assign an Admin role to an employee? (Employers only)

Need to give a manager or team lead access to administer benefits? Here's how to assign an admin role to an employee in your OS BENEFiTS dashboard.

Assigning roles lets trusted team members help manage your benefits program. Here's how to do it:

  1. Go to Manage Employees, click on View to open the employee's detail page

  2. Click on Edit Employee

  3. Scroll to the Admin Permissions section

  4. Select the role you'd like to assign:

    • Company Admin — full access to company settings and all employees

    • Location Admin — manages employees at a specific location

    • Billing Admin — access to billing and payment information

  5. If assigning Location Admin, also select the specific location

  6. Click Save

Note: You cannot assign a role to yourself.

Questions about what each role can access?

Related Articles
How do I add a single employee?
How do I view employee roles? (Employers only)
How do I view all my company locations?
How do I add a new location?
How do I manage user roles and admin access?
Did this answer your question?