The MyDirectPlan application allows Passport Funding users to add Organizations so that they can submit the expenses related to them. Learn how to connect your MyDirectPlan account with an organization:
- Log in to your MyDirectPlan account.
- From the left-hand side menu, locate and click on the "Manage Organizations" section.
- Within the Manage Organizations section, find the "Add Organization" button and click on it.
- A search interface will appear. Enter the name of the organization you want to add.
- The system will display a list of relevant organizations based on your search.
- Locate your desired organization from the list and click the "Connect" button beside it.
- If your desired organization is not on the list, click the option “click here” to add a new one.
- Fill in the organization's name and click on the "Add Organization" button.
- The organization is now connected to your account.
Still need help?
Please email us at support@mydirectplan.com so that our support team can assist you.