If you are the primary Fund Administrator, you may wish to invite a secondary Fund Administrator on your profile to assist with the administration of the account. This user can access the account with their email login and password. The secondary Fund Administrator can perform the same actions as the primary Fund Administrator including managing and updating profiles, adding and submitting expenses, reviewing invoices, and managing the Budget Plan.
To invite the Fund Administrator 2:
- Click on Account Settings from the left-hand side menu.
- From the account settings, click on the My Profile section.
- Click on the Fund Administrator 2 tab.
- Enter the name and email address of the Fund Administrator 2.
- Click on the Invite button.
- An email invitation will be sent to the user prompting them to register and create their password.
Please note:
- Fund Administrator 2 will appear as the Alternate Contact on the SSAH Invoice.
- If you are a Fund Administrator 1 who is managing multiple recipients, please note that Fund Administrator 2 must be invited for each recipient.
Still need help?
Please email us at support@mydirectplan.com so that our support team can assist you.