This article will guide you through the best way to send information in a secure form to the benefitbay team.
Here at benefitbay we take security very seriously! We do not want to put your organization or ours at risk for any compromised data. If you need to send some information to us with sensitive data (such as a census) we now have a secure link option.
Request a secure link
If you need to send personal data, please request a secure link from the benefitbay representative you are working with. The representative will send you an email with a secure link. The link will open to a secure page for you to upload your files.
Upload the file(s)
- To upload a file, select the blue "Choose File" and select the file you want to share. If you would like to add a note, type it in the next box (optional). After the file is added, select the blue "Upload" button.
- Repeat this step to add multiple files.
To expedite your experience, upon completion of uploading the desired files, email the benefitbay representative you have been working with to notify them that the file(s) are available.
Remove the file(s)
- If you would like to delete any files, select the "trash bin" icon on the line of the file you would like to delete.
For your convenience, the census template and the census file format guide are both available at the bottom of the secure link page
