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For Plan Rules, please visit the Admin Manual: Link

There are four different user roles associated with HOOPP Insight.

Each of these roles provide different levels of access in terms of the information that can be viewed and types of transactions that can be performed. In addition, these roles will determine the types of administrative communications you will receive from HOOPP. 

The employer roles and contact types have been aligned with the business roles required for plan administration. You can manage your team’s roles from the My Team tile of HOOPP Insight.

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nameInsight Adding team Member.mp4
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"Rather Watch? Click here to view the Adding a Team Member Video"


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nameInsight - Change User Role (JCS) - Copy.MP4
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"Rather Watch? Click here to view the Changing a Team Member Video"


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nameInsight - Remove Team Member (JCS).MP4
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"Rather Watch? Click here to view the Removing a Team Member Video"