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Organization Settings Training Module

This recording provides an overview of the Organization Settings page of the Superior platform.

Only users with the Site Administrator user role can see the Organization Settings page of the Superior IRA & HSA platform, where you can edit your organizational data and update investment information. 

View the Organization Settings Page Training Guide, available here.

NOTE: The training guide reflects the latest updates to the Organization Settings page. The video below is reviewed annually and may not include the most recent changes, but will be updated as time permits.

To download the video, click here.