Skip to main content

➕ How to Add Users

1
Log into your BenefitFlow admin account.
2
Navigate to your name in the upper right corner > Team Management.
3
Click “Add User” and enter the new user’s:
  • Full name
  • Work email
  • Role (User or Admin)
4
Click “Send Invite” – they’ll receive an email to activate their account.
Note:Each user added will count toward your license tier.

❌ How to Delete Users

1
Go to Settings > Team Management.
2
Find the user you want to remove.
3
Click the “•••” menu next to their name.
4
Select “Remove from Account.”
This action immediately revokes access and cannot be undone.

📊 View Contact Credit Usage

1
Navigate to Team Management > Manage Users.
2
View lifetime contact credit usage per user.
Reminder:Each time a user clicks “Get Contact,” it uses 1 credit.

🔁 Resetting Passwords

If a user forgets their password:
1
Go to BenefitFlow login page.
2
Click “Forgot Password?”
3
Enter the registered email address.
4
Follow the reset instructions sent to your inbox.
Admins cannot reset passwords directly on behalf of users.
Last modified on February 12, 2026