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

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

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

How to bulk upload leavers

To ensure a responsible individual/admin user is able to bulk upload employees’ salary

How to bulk upload employee salaries

Additional Voluntary Contribution (AVC) requests

Tom Catnach

Mintago Customer Support

Mintago Team

Help and guidance in managing your Mintago platform

Your Mintago Platform

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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