➕ How to Add Users
Log into your BenefitFlow admin account.
Navigate to your name in the upper right corner > Team Management .
Click “Add User ” and enter the new user’s:
Full name
Work email
Role (User or Admin)
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
Go to Settings > Team Management .
Find the user you want to remove.
Click the “•••” menu next to their name.
Select “Remove from Account.”
This action immediately revokes access and cannot be undone.
Navigate to Team Management > Manage Users .
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:
Go to BenefitFlow login page.
Enter the registered email address.
Follow the reset instructions sent to your inbox.
Admins cannot reset passwords directly on behalf of users.