How to Add and Remove Admins

As a plan administrator, there may be times when you need to add or remove admins within your Sana account. We got you. 

Add Admins

  1. Make sure your account is toggled to Employer Tools.
  2. Make sure you’ve added the employee as a New Hire.
  3. Go to your Dashboard and select Permissions.
  4. Under All Admins click Add Admin.
  5. Select the name of the member you’d like to make an admin.
  6. Select specific permissions and save.

Note: You can also make an employee an admin when you add them as a new hire.

Remove Admins

  1. Make sure your account is toggled to Employer Tools.
  2. Go to your Dashboard and select Permissions.
  3. Under All Admins, select the employee’s name.
  4. Go to Account Permissions and unselect specific permissions or click Remove All.

Have questions or feedback? Our Admin Resource Center is available 24/7. You can also reach our Customer Success Support Team at admins@sanabenefits.com or (940) 340-4488 Monday through Friday during normal business hours. If you have a dedicated Customer Success Manager, feel free to reach out to them directly.