User Account & Preferences

PensionPro users can customize their application preferences, altering certain behaviors or appearances to their liking. This article provides detail on these preferences and other account-related settings.

 

Tier Availability: Track, Team, Business

 

Note: Some items may not be available in all tiers.

 

Article Contents

 

 


 

Accessing Account Information

 

To view Account Information, select User Profileuser_profile.png > View My Account from any screen in PensionPro. A new Employee tab will open; refer to the Account and Preferences views on the left while using the remainder of this article.

 


 

Account Details

 

The Account view displays general details regarding the PensionPro account. Notably, a password can be reset, and an email signature can be specified.

 

To add or update these items, select Editedit.png at the top-right of the grid to open the Edit Account window.

 


 

Password

 

The Update Password option can be used to update PensionPro login credentials.

 

When this option is selected in the Edit Account window, PensionPro will reveal the password update fields. Passwords must meet the following requirements:

 

  • Minimum of 8 characters
  • Cannot contain spaces
  • Must contain 3 of the following 4 items:
    • Uppercase letter
    • Lowercase letter
    • Number
    • Any of the following symbols: ( ~ ! @ # $ % ^ & * )

 


 

Signature

 

The Signature field is used to add a signature which can then be inserted into outgoing Blast Email.

 

The Edit Account window includes a text editor that provides basic formatting capabilities. For more advanced formatting, consider selecting View Sourceeditor_source.png from the toolbar to create the signature using HTML code.

 

Warning: PensionPro recommends either creating the signature entirely within the editor, or using HTML code. Drafting the signature in a word processing software—such as Microsoft Word—and then copying/pasting the text into the editor is not recommended, as hidden formatting is sometimes carried over from the word processor. This may result in cases where the formatting in the sent email does not match the text's appearance in the editor.

 

A signature can be added to the Body of a Blast Email using the [Sender Signature] Merge Field. This Merge Field will only be available when sending emails from an Employee Plan Role. For more information, refer to the article Blast Email.

 


 

Preferences

 

An Employee has access to preferences which allow them to personalize certain aspects of PensionPro. The below preference types can be found under the Preferences view category on the left side of the Employee tab.

 

Each of the preferences listed in this section can be edited by hovering over the preference in its grid, then selecting Editedit.png on the right-hand side. A preference can be reset to its default value by selecting Revertrevert.png in the Edit Preference window. To reset all of the preferences within a view to their default values, select Moremore_options.png > Revert All Preferences to Default.

 


 

User Experience

 

The User Experience preferences customize general PensionPro behavior.

 

Remember My Grid Preferences When enabled, sorting, ordering, and grouping preferences will be saved for Dashboard grids. If disabled, Dashboard grids will return to their default state when the page is refreshed.
Display Density Regular displays grid items with default spacing. Compact minimizes white spacing, resulting in more items being displayed at one time, at the potential cost of reduced readability.
Default Tabs

Any tabs selected as default will be open upon logging in to PensionPro, and cannot be closed.

  • Available options are Events, My Projects, My Tasks, Scoreboard, Secure File Exchange, Time, To-Dos, and Worktray.
Default Worktray

Sets the Worktray that will be used as the default for the Default Tabs preference.

  • Only Worktrays the Employee is assigned to may be selected.
  • Selecting All will provide a single Dashboard that contains Tasks spanning all assigned Worktrays.
Hide/Show Filter Row

When enabled, quick filter fields will be added below the column header row on Dashboards. If disabled, this row will not be shown.

Remember My Save Preference

Sets the default Save button type for certain pop-up windows, such as those when adding a Time Slip. Alternate options will still be provided regardless of setting.

  • Available options are Save and Save & Open.
Wrap Text

When enabled, text in grid columns will wrap to a new line based on column width. If disabled, the text will be truncated instead.

 

 


 

Email Notification

 

The Email Notification view provides preferences for receiving notifications via email when certain actions are performed in PensionPro.

 

Note: If the following preferences are set to Controlled by Firm, the firm has disabled individual user control of notifications. For more information, refer to the Notifications section of the article PensionPro Preferences.

 

Enable User Email Notifications Enable to allow the use of email notifications. If disabled, notification emails will not be sent, and the remaining notification preferences will be grayed out.
Proposal Assignment Email Notification The user will receive an email when a Proposal is assigned to them.
Prospect Assignment Email Notification The user will receive an email when a Prospect is assigned to them.
Task Activation Email Notification The user will receive an email when a Task assigned to them becomes active.
Task Reassignment Email Notification The user will receive an email when an active Task is reassigned to them.
To-Do Reassignment Email Notification The user will receive an email when a To-Do is assigned to them.
Worktray Reassignment Email Notification The user will receive an email when an active Task is reassigned to a Worktray the user has access to.
Worktray Task Activation Email Notification The user will receive an email when a Task assigned to a Worktray the user has access to becomes active.

 

 


 

Search

 

The Search view allows an Employee to customize the results that are returned when searching PensionPro. Each record category can be customized individually. To edit the search preferences for a record category, hover over the category in the grid, then select Editedit.png on the right-hand side.

 

The Show option determines whether or not PensionPro includes the category in the search results. Only categories with Show set to Yes will be returned.

 

The Expanded option determines whether the results for the category are expanded by default. When set to No, the category can be expanded manually on the search results page by selecting it.

 

The Show Deactivated/Closed option determines whether the search results should include records (such as Plans) that have been made inactive, or records (such as Projects) that have been completed or otherwise closed. Set to Yes to include these items in the search results.

 

The Show Inactive Plans option is only available for Projects and Distributions. When enabled, search results will include Projects or Distributions for terminated Plans. If disabled, these items will not be included.