- Navigate Adeptia Connect.
- 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.
- Setting up Templates.
- Creating transactions from pre-built templates.
- Review/Monitor/Report the Transaction logs through Dashboard.
Next step: