Tutorials
- Client Portal Orientation : How To Log In
- Client Portal: Data Analytics
- Client Portal: File Utilities
- Client Portal: Reports
- Client Portal: Statements
- Co-op Funding Program Overview
- Co-op Program Overview
- How to add a sub-user
- How To Build Your Own Organization
- How to Enter ACH/Bank Draft info for a participant
- How to Enter Credit Card Info for a Participant
- How To Finalize & Pay Your Bill
- How to Manually Add a Participant
- How to view, print, or download a participant direct deposit form
- Implementation Checklist
- Transitioning direct deposit to Paylogix