Merit
Begin by making identity the first step in every workflow. In the admin console, connect your organization’s directory or use Merit as your primary identity layer. Turn on Single Sign-On to streamline sign-ins across your internal and partner apps. Add Social Sign On for public-facing portals so applicants can use existing accounts to get started in minutes. For higher-assurance access, enable Passwordless Login with security keys or device-based authenticators and set Multi-factor Authentication policies by user group, application sensitivity, or location. As you roll this out, create account templates for staff, contractors, and volunteers so new users receive the right sign-in path automatically.
Next, define who gets access to what through Role Management. Map roles to systems and data scopes, then use Access Request Management to handle exceptions and time-bound needs. Set up approval chains so managers can review requests, and require MFA re-checks before granting elevated permissions. For technical teams, use API Access Management to issue and rotate credentials, restrict endpoints by role, and block unauthenticated calls by default. When projects start, assign a role bundle to the team for the duration; when projects close, revoke access in one action. For day-to-day administration, keep Password Management and Account Management guard-railed: allow help desk resets with verification steps and log every change for review. more
Merit +
Custom
Unlimited merit sending
Unlimited merit sharing
Recipient access to merits via smartphone app and web
Same-day email and text support for administrators and recipients
Recipient access to Merit Opportunities
API & webhook access
Ability to access Merit+ Add-ons & premium services
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