Articles & Information.
Admins & Contract Managers
- How to create and edit Filters
- How to create and edit the Portfolio Filter
- How to create and edit Benefit Templates
- How to create and edit Contracts
- How to create and edit Benefits
- How to import Contracts
- How to import Templated Benefits
- How to import Unique Benefits
- How to invite your colleagues to Cenefits
- How to add Suppliers and Delivery Partners to your organisation
- How to assign your colleagues to Contracts
- How to assign your colleagues to Benefits
- How to assign your Suppliers and Delivery Partners to Benefits
- How to check evidence for Benefits
- How to check scores for Benefits
- How to download Reports
- Should I change or substitute a Benefit?
- How to create Private Notes
- What does the Dashboard show?