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
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…
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…

Step-by Step Instructions