- Overview of Navigate Adeptia Connect and learn how to navigate the Adeptia Connect application.
- Adding a new Network (organizing and easy management of Plan Sponsors).
- Adding a new Partner/Plan Sponsor as part of a Network.
- On-boarding a Plan Sponsor’s data by configuring a Transaction (Inbound and Outbound).
- View Dashboard and Transaction logs.
Covers
- Setting up Network, PartnersSetting up Templates
- Setting up Inbound and Outbound Transactions for Partners
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- Creating transactions from pre-built templates is very easy for a business user.
- Review/Monitor/Report the Transaction logs through Dashboard.
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