Resetting a Plan Sponsor's Password

A Plan Sponsor has two ways to reset a password. The first would be to click on the Forgot password? Link on the login screen to PSL. The user will get an email with a temporary password that they will need to change when they login. The other is the Set Password link located at the bottom of the Contact Details screen.

Tier Availability: Track, Core, Essential, Premium, Team, Business

Add-On Availability: PlanSponsorLink

Security Rights Required: Manage PSL Password


Set Password from the PlanSponsorLink log in page

  1. In a web browser enter the URL for (
  2. If you are new user, click on the First Time User? link on the login screen and enter the email address and click submit.
  3. If you are a current user, click on the Forgot Password? and enter the email address and click submit.
  4. The user will receive an email with a temporary password.
  5. You will be required to change your password. Passwords must be a minimum of 8 characters, no spaces and contains at least 3 of the following 4 items: uppercase letter, lowercase letter, number or symbol (~!@$%^&*)


Set Password Link from the Contact Details

  1. From the Search bar type in the Contacts' name.
  2. In the Contact Column of the Search Dashboard double-click on the Contacts' name.
  3. At the bottom of the Contact Details > Home tab click on the Set Password link.
    • The contact must be registered as a first time user for the Set Password link field to appear on Contact Details.
  4. A slider menu will appear with a temporary password.
  5. Carefully copy and paste the password and then click Save. Make sure to click Save so that temporary password is saved.
  6. An email will not be sent when the password is reset. So please make sure to either verbally or through email communicate the password to the PlanSponsorLink user.
  7. Do not click on the Set Password link again, as this will reset the password each time it is clicked.


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