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Removing Plan Contacts from PlanSponsorLink.com

Please follow the steps below remove a Plan Contact from PlanSponsorLink.com.

Add-On Availability: PlanSponsorLink

Security Right Required:  Add/Edit Plan

To remove the plan access for a contact from PSL, users have two options.

Plan Level

  1. Open the Plan and go to the People > Contacts Tab.
  2. Click on the contact to select it from the Plan Contact Roles grid. This will enable the function keys.
  3. Click the Website Rights button (padlock), click on each red "X" button to remove all website rights and then click Save.
  4. Finally, select the plan contact again within the Plan Contact Roles grid. To delete their association with this plan, click on the red "X" and Click “Yes” to confirm deletion.

Contact Level

  1. Open the Contact and click on the Activity Tab.
  2. Double-click on the plan name to select it from the Contact Plan Roles Screen.
  3. Click on the People > Contacts tab.
  4. Click on the contact to select it from the Plan Contact Roles grid. This will enable the function keys.
  5. Click the Website Rights button (padlock), click on each red "X" button to remove all website rights and then click Save.
  6. Finally, select the plan contact again within the Plan Contact Roles grid. To delete their association with this plan, click on the red "X" and Click “Yes” to confirm deletion.

Note: The contact will still exist within PensionPro but no longer be associated with the plan. The contact will still be able to log into PlanSponsorLink for their Secure File Exchanges and Bulletins. To completely remove the contact from PlanSponsorLink, reset their password and remove their email address from PensionPro.

 

 

 

 

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