Add contact information

During onboarding, you’ll be prompted to add contact information, so Level can reach your team with updates. 

You’ll be required to add a primary contact. After we receive and process an enrollment file, we’ll send an email to your primary contact. If anything goes wrong in your file, the email will include a link to the enrollment error report. The error report will help you resolve the issue before re-sending your file.

If you’d like an additional user to receive the enrollment report via email, add an enrollment contact. Make sure the enrollment contact is an Employer Dashboard user before adding their email address. If they don’t have access to the dashboard, they won’t be able to access the enrollment report.

To add a primary or enrollment contact, follow these steps:

1. Log in to your Employer Dashboard account.
2. Select Account.
3. Select General. 
4. In the Primary Contact or Enrollment Contact sections, select Edit.
5. To add a primary contact, fill in each of the required fields, then select Save. To add an enrollment contact, enter an email address, then select Save. 

Once you’ve added your initial primary and enrollment contacts, at least one contact in each section is required at all times, but you can change the contact as needed. To change your primary or enrollment contact, follow these steps:

1. Log in to your Employer Dashboard account.
2. Select Account.
3. Select General. 

In the Primary Contact or Enrollment Contact sections, select Edit. You can add more than one enrollment contact by selecting Add.