PSL User Preferences

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PlanSponsorLink provides user preference features to help organize and track projects and documents. For users with a large amount of information stored on PSL, the data can be displayed via search results versus the standard grouping by plan. Users can adjust their User Preferences settings to enable this new feature.

 

 

PSL Grid View Preferences

 

PlanSponsorLink users can choose from one of three different display types to help organize content:

 

  • Filters: Filters can be applied via column headers, limiting what items are shown in the grid.
  • Grouped: Items are grouped by Plan; each Plan can be expanded or collapsed as needed.
  • Search: No organization is applied, but a search bar is added to the header to quickly filter and find individual items.

 

 

Editing User Preferences in PlanSponsorLink

 

Users have the ability to update their User Preferences within PlanSponsorLink. Below are directions to view and edit a user's preferences.

 

  1. Log into the PlanSponsorLink website.
  2. At the top-right of the page, select More > User Preferences.
  3. Click on User Preferences. A PlanSponsorLink User Preferences tab will appear. The corresponding page will open in a new browser tab.
  4. Choose the desired option from the Data Display Type dropdown.
  5. Click Save to complete.

 

 

Editing User Preferences from the Contact Tab in PensionPro

 

Requires Security Rights: Add/Edit Contact

 

Employees can edit a Plan Sponsor's PlanSponsorLink User Preferences from the Contact Details screen. Below are directions to view and edit a contact's PlanSponsorLink Data Display Type and PlanSponsorLink Default Page Size. The Plan Sponsor will need to log onto PlanSponsorLink before the PSL Data Display Type field will appear in the Contact Details screen.

 

  1. Browse to a contact's Contact tab.
  2. Select the General view. If PSL Data Display Type and PSL Default Page Size are already set, they will appear towards the bottom of the grid.
  3. Click the Edit button an the top-right of the grid. The Edit General Information window will display.
  4. Select the PSL Data Display Type from the dropdown menu.
  5. Click Save to complete.