How Do I...?
Step-by-step directions for various iJoin tasks
- Activate A Plan For Enrollment
- Add New Plans
- Batch Update
- Configure Relius Web to launch user into full iJoin Enrollment experience
- Create / Send An Email Campaign
- Create A Draft Plan
- Create An Email Template
- Electronic Notice Feature
- Enable LeafHouse Managed Account Solution
- Enable STP/Tasks for iJoin Create/Post Transfers in Relius
- Establish Two Factor Authentication (Portal User)
- Finicity Account Aggregation
- iJoin Automatic Enrollment
- Monitor Activity
- Plan Default Settings
- Process Plan and Participant Syncs
- Relius Managed Accounts Settings for Participants
- Remove / Disable Plan from iJoin
- Resolve Plan Validation Errors
- Set Up A Plan For Automated Force Outs