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Managing Companies and Plans

How-to guides for working with companies and plans in Perseptiv

Adding Companies and Plans to the System: A Step-by-Step Guide

To catch the video click here: https://loom.com/share/a96bad0471e049599ab802b9885493ed Step-by Step Instructions Step 1: Add a New Company 0:00 Navigate to the companies icon on the left-hand me...
Understanding the Plan Profile and Updating Information

To watch the video, click here: https://loom.com/share/65fc9ac56c7b46b188a11a8ccc64d9ed Step-by-Step Instructions 1. Accessing the Profile Page 0:02 Navigate to the 'Plans' section. Click on t...
How to Update Assets, Participants, Recordkeeper and TPA

To watch the video, click here: https://loom.com/share/5ad3ef1513274746a72fc49c0bd3c29a Step-by-Step Instructions 1. Accessing the Update Area 0:01 Navigate to the master area of the system wh...