Mintago

Your upgraded Mintago Employer Portal

Welcome to your Employer Portal

Mintago Portal Monthly checklist

To ensure a responsible individual/admin user is able add and remove an admin user on the Mintago dashboard

How to add and remove an admin user

Purpose: To provide administrators with the ability to update employee details within the platform.

Upload multiple employee records simultaneously

How to create and bulk upload employees into a department

To ensure a responsible individual/admin user is able to create and delete a pension scheme on to the platform

How to create and delete a pension scheme

How to manually add and remove an employee

To ensure a responsible individual/admin user is able to bulk upload new starters on to the platform

How to bulk upload new starters

To ensure a responsible individual/admin user is able to bulk upload employees into a same pension scheme

How to bulk upload employees into a pension scheme

Additional Voluntary Contribution (AVC) requests

Purpose: To ensure that an administrator can create and manage grouping within the platform, as well as efficiently perform bulk uploads of employee data into those groups.

How to create and add employees into a group

Tom Catnach

Mintago Customer Support

Mintago Team

Help and guidance in managing your Mintago platform

Your Mintago Platform

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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