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  • Request a Feature

    Please go to our community forums to request a feature. If you need assistance or want to report a bug, please call Member Support (members) or Partner Success (partners).

  • Reporting

    Enrollment Trends The Enrollment Trends screen shows enrollment data for the selected year. You may filter the results down by Group, Region, or Location. The figures are split up between accounts ...

  • Manage Dependents

    Adding Dependent(s) You can add a maximum of 9 dependents (i.e., a spouse, registered domestic partner, or dependent). When adding a dependent, you must include First & Last name, as well as Date o...

  • Subscription Details

    Subscription Details In the "Subscription Details" tab, you can view your Subscription Type, Billing Info, and date your subscription began. You can also view your subscription status and auto-rene...

  • Marketing Materials

    Marketing Materials The Marketing Materials screen allows you to view and request more branded marketing collateral, including posters, brochures, and rack cards. To order more copies of a given m...

  • Training & Support

    Schedule Training The Schedule Training screen allows you to schedule a training session with a member of our team. Contact Support The Contact Support screen allows you to send us a support reque...

  • Manage Auto-Renew Settings

    Reactivate Subscription Link Click the "Reactivate Subscription" link to begin reactivation of your account. You will find the "Reactivate Subscription" link to the right of your Subscription Detai...

  • Account Details & Settings

    The Account Details & Settings screen shows information about your user account in Connect, as well as information about the organization level your user account is associated with. Account Detail...

  • Update Billing Preferences

    Update Billing Preference You can update your payment information at anytime by clicking on the "Update Billing Preference"to the right of your "Payment History" tab.   Update Card Details On this...

  • View Payment History

    The "Payment History" tab allows you to view your payment method, amount paid, date, as well as account status. You can also update your payment information by clicking on the "Update Billing Prefe...