Managing Your Employees

Your Employee Directory

Your organization's employee directory is the central hub for managing everyone who has access to reKUPR through your company. The directory gives you a clear view of your entire team at a glance.

Searching and Filtering

Find any employee quickly using the built-in search and filter tools:

• Search by name or email to locate specific team members instantly
• Filter by status to view only Active, Inactive, or Suspended members
• Sort the list by name, join date, or last activity to organize your view

Employee Details

Click on any employee to see their full profile, including:

• Their assigned role (Org Admin or Employee)
• Join date and last activity timestamp
• Currently assigned insurance policies
• Account status and activity history

Inviting Employees

Getting your team onto reKUPR starts with sending invitations.

Single Invitations

To invite an individual employee:

1. Enter their email address
2. Select their role — Org Admin or Employee
3. Send the invitation

The employee receives an email with a link to join your organization on reKUPR. You can track the status of pending invitations and revoke any invitation before it's accepted if needed.

Bulk Invitations

When you need to onboard an entire team at once, bulk invitations save significant time:

1. Prepare a CSV file with your employees' email addresses
2. Upload the file through the bulk invitation tool
3. Review the upload report

After processing, reKUPR provides a clear summary showing:

• How many employees were successfully invited
• How many were skipped because they're already members
• Any errors that need attention (such as invalid email formats)

Bulk invitations are especially useful when rolling out reKUPR across a department or your entire company.

Roles and Permissions

reKUPR uses two roles to manage what your team members can do within your organization.

Org Admin

Organization Admins have full management capabilities:

• Manage all organization members and invitations
• Configure organization settings (privacy, security, contact info)
• Add and manage insurance policies
• View all analytics, dashboards, and impact reports
• Promote or adjust roles for other members

Employee

The Employee role gives team members access to reKUPR's core features with organization benefits:

• Use reKUPR for personal medical bill analysis
• Benefit from organization-assigned insurance policies for more accurate results
• Access their own analysis history and documents

You can promote an employee to Org Admin or adjust roles at any time as your team's needs change.

Managing Member Status

As employees join or leave your organization, you can manage their access to reKUPR.

Activating and Deactivating Members

• Activate members to grant them full access to reKUPR through your organization
• Deactivate members when they leave the company or no longer need access

When a member is deactivated:

• They lose access to reKUPR through your organization immediately
• Their data is preserved — nothing is deleted
• They can be reactivated later if they return

Safety Guardrails

reKUPR includes safeguards to prevent accidental lockouts:

• You cannot deactivate the last remaining Org Admin — this ensures someone always has administrative access to your organization
• A warning is displayed if a deactivation would leave the organization without an admin

Assigning Insurance Policies

Connecting your organization's insurance policies to individual employees helps reKUPR deliver more accurate bill analysis.

Individual Assignment

Assign a policy to a single employee from their profile or from the policy detail page. Select the appropriate plan and confirm the assignment.

Bulk Assignment

When a policy covers many employees, use bulk assignment to connect it to multiple team members at once. This is especially useful when adding a new insurance plan that covers your entire team or a specific department.

Assigned policies give reKUPR the coverage details it needs — deductibles, copays, coinsurance rates — to identify billing errors and overcharges more precisely.

Privacy Controls

Your organization's privacy settings determine what employee information is visible in dashboards and reports.

• When enabled, admins can see individual employee usage statistics and savings amounts alongside aggregate data
• When disabled, dashboards and reports show aggregate totals only — individual employee activity remains private

Review your privacy settings regularly to ensure they align with your organization's policies and culture. You can adjust these settings at any time from your organization's settings page.