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Updating Account Maintenance

Should users decide to upgrade their software package, PensionPro has made that process fast and easy. 

 

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

Security Rights Required: Account Maintenance

 

Account Maintenance Security Right

Users need the Account Security right in order to make changes to PensionPro account settings for payment method and product subscriptions. For this reason, it may be best practice to limit this security right to a few employees. To give an employee the Account Maintenance Security right, the user must have the Add/Edit Employee security right.

To add the Account Maintenance Security Right:

  1. In the upper left-hand corner of the PensionPro screen, click on the Company Directory.
  2. Double-click on the target employee's name to open their Employee Details screen.
  3. From the Employee Details screen click on the Security Rights tab.
  4. Click on the Add button to the right of the Security Rights grid. An Add Security Rights slider should appear.
  5. From the Available Rights dropdown menu, select Account Maintenance and click the Add button next to the dropdown menu.
  6. Click Save. A notice stating that the Account Maintenance security right has been selected and will give the user the ability to change account settings will be displayed.
  7. Click Save again to confirm.
  8. The employee who received the Account Maintenance security right should click Application > Refresh Security for the changes to take hold.

 

Update Contact Information

Contact Information is how PensionPro will have a point of contact within a firm.

  1. From the Application Menu, click Help > Account Maintenance. The user is brought to the Account Maintenance site in their default browser.
  2. Click on the Edit button next to Contact Information.
  3. Edit contact information as needed. All required fields will have a red asterisk next to them.
  4. Click Update when complete.

 

Update Payment Information

Users can update their payment information to choose how they wish to pay for their PensionPro subscriptions and add-ons.

  1. From the Application Menu, click Help > Account Maintenance. The user is brought to the Account Maintenance site in their default browser.
  2. Click on the Edit button next to Payment Information. The user is brought to the Update Payment Information screen.
  3. Choose Credit Card or Check Payments.
    1. If Credit Card is chosen, enter credit card information.
    2. If Check Payments are chosen, enter Check information.
  4. Click Update.

 

How to Upgrade to a New Tier

  1. From the Application Menu, click Help > Account. The user should be brought to the Account Maintenance site where they can see their current Tier and any add-on features.
  2. On the Account Maintenance window, click on the Edit button next to Subscription Information.
  3. Select the desired Tier from the Product Tier dropdown menu. 
    • Users can enter an estimate of their Plan count to assist in calculating an estimated fee amount.
  4. Select any desired Add-On products from the Add-Ons dropdown and click the Add button next to the dropdown to confirm the addition of the product.
    • If SalesPitch is selected as an Add-On, enter an estimated number of SalesPitch users to assist in estimating the fee for SalesPitch.
    • If PlanSponsorLink is selected as an Add-On, enter an estimated number of Plans that will have PlanSponsorLink services enabled to assist in estimating the fee for PlanSponsorLink.
    • The user should see an estimated total fee at the bottom of the Update Subscription Information window if Plan/User counts were entered.
  5. Agree to the Terms of Service
  6. Click the Update button.

 

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