PlanSponsorLink allows users to customize how data is organized to suit their needs. And individual who sponsors multiple Plans might prefer a grouped layout, whereas one who has used PSL for years may prefer filters or search to quickly sift through old documents to find the one they are looking for. This article describes the layout preferences available for PSL users and how to apply them.
Available Display Types
PlanSponsorLink users can choose from one of three different display types to help organize content on grids:
| Filters | Each column can be filtered via icons in the column header. This will limit the items to those that match the filter criteria. |
| Grouped | Items are grouped by Plan. Each Plan can be expanded or collapsed as needed. |
| Search | A search bar is available in the header above the grid. This can be used to quickly apply a global filter and find individual items. |
Editing User Preferences in PlanSponsorLink
PSL users can update their display preferences at any time by performing the following steps within PlanSponsorLink:
- At the top-right of the page, select More
> User Preferences. The corresponding grid opens in a new browser tab.
- Select the desired Data Display Type.
- Select Save. To return to PlanSponsorLink, select Close at the top-right or close the browser tab.
Editing User Preferences from the Contact Tab in PensionPro
Requires Security Rights: Add/Edit Contact
Employees can edit a Contact's PlanSponsorLink display preferences via the Contact tab. This may assist individuals experiencing difficulty finding items or editing settings on their own. To edit a Contact's data display type:
- Open the Contact in a new tab. If necessary, navigate to the General view.
- Select Edit
at the top-right of the General Information grid. The corresponding window displays.
- Select the desired PSL Data Display Type.
- Select Save. The changes will be applied instantly.