Account overview
Your Level account is broken into a few sections.
General
See an overview of key information.
- Company information: Your company’s name, address, and essential details
- Primary contacts: Contacts for primary, billing, and enrollment inquiries
Users
Manage dashboard access for team members.
- View active users: See all users, roles, and contact info
- Add/Remove users: Control access by adding or removing users
Integrations
Manage system integrations linked with Level.
- View integration details: Check each integration’s status, type, and last sync
- Add/Remove integration: Select New+ to add, or use the three-dot menu to remove
Bank account
Manage funding accounts.
- Bank details: View account name, last digits, and status
- Add bank account: Select New+ to link a new account
Documents
Access and download plan-related documents
- Plan documents: View and download booklets, summaries, and other files.