Guideline

Please add Pilot to Guideline by following the instructions below. You must be a Plan Sponsor to add Pilot.

• Log in to your Plan Sponsor dashboard.
• Click on your company name in the upper right corner.
• Select Settings.
• Scroll down to the Add Collaborators section.
• Click on the Add a Collaborator button.
• Enter Pilot's information:
• First name: Pilot
• Last name: Bookkeeper
• Email: username@vip.pilot.com
• Collaborator type: Finance Collaborator
• Click Save.

Pilot will receive a notification to claim their account.