The PensionPro Preferences are the global settings that allow a firm to tweak PensionPro to suit its particular needs. Options for many of PensionPro's features can be found within these preferences; this article details the effect of each setting.
Tier Availability: Track, Team, Business
Security Rights Required: Maintenance
Article Contents
- Overview
- General Preferences
- Fee Schedule
- Field Descriptions & Collection Fields
- PlanSponsorLink Preferences
Overview
Select Maintenance > Preferences > PensionPro to open the PensionPro Preference Maintenance tab.
The Views panel on the left separates preference types into relevant categories that can be expanded and collapsed, where appropriate. The available categories vary by tier level.
General Preferences
The General view category contains several preference types that represent PensionPro's core functionality. Selecting one of these types from the Views panel will display the relevant preferences in the grid on the right, along with values and short descriptions.
To edit a preference, hover over it in the grid, then select Edit on the right-hand side.
Blast Email
Tier Availability: Team, Business
These preferences are used to connect PensionPro to the mail server that will handle the sending of Blast Emails. Details for these settings can be found in the article Blast Email - Preferences & Troubleshooting.
Data Security
Preferences in this view provide data integrity and security options for a number of PensionPro's features.
| Allow Deletion of Notes | When enabled, Notes can be deleted by any Employee. If disabled, Notes cannot be deleted. |
| Allow Editing of Default Project Time Codes | Time Slips added from the Project tab will be prefilled with a default Time Code, as determined by the Project Template. When enabled, this setting allows an Employee to change this Time Code if necessary. If disabled, this Code cannot be changed from the default. |
| Available MFA Options | This preference determines the method(s) by which a code is delivered to an Employee using Multi-Factor Authentication. Options are Email, Text message, or Email and Text. |
| Enable Authorized Computer Management | Enables the Authorized Computer Management feature. |
| Enabled Authorized IP Address Management |
Enables the IP Whitelisting feature. |
| Lock Year End Data |
When enabled, Data Collection cannot be edited by the TPA while it is open for the Plan Sponsor to complete. |
| Note Editing Allowed |
When enabled, Notes can be edited by any Employee. If disabled, Notes cannot be edited. |
Document Specifications
Tier Availability: Team, Business
This view manages preferences pertaining to Document Specifications.
| Lock ftwilliam.com Document Specification Values |
When set to Yes, an Employee with the Add/Edit Plan Doc Specs Security Right can edit Plan Specifications that were imported from ftwilliam.com. When set to No, editing is disabled. |
Documents
Tier Availability: Team, Business
The preferences in this view are specific to Files & Documents.
| The following preferences apply to the notification email that is generated when a new File is uploaded and Show on PSL is set to Yes |
|
| Document Email Body |
The default message used for the body of the notification email. |
| Document Email Subject |
The default subject line of the notification email. |
| Document Email Use |
If enabled, performing the above criteria will open a pre-formatted email in the Employee's default email application. If disabled, this feature will not be used. |
General
These preferences affect various areas of PensionPro.
| Include Completed Projects on Time Entry | When enabled, completed Projects will be included when manually searching for Plans in the Add Time Slip window. If disabled, only in-progress Projects will be returned.+ |
| Make "Save & New" Default | When enabled, the Add Time Slip window displays the Save & Add button, which opens a new Time Slip after the first is saved. This can benefit Employees adding multiple Time Slips in succession. If disabled, Save is used instead. |
| Project Field Limit | This value determines the number of occurrences that are shown by default for each Project Field on the Plan tab. The most recent occurrence(s) of each Project Field will be returned. Options are 1, 5, or 10. |
| Retrieval Time Span |
This value determines the default time span to limit the number of items shown in areas such as Projects and Interactions.
|
| Set Interaction Originator Default |
When enabled, the Employee creating an Interaction will automatically be added to it as a From participant. |
| Show On Hold Dialog On Client |
When enabled, if a Plan is marked as On Hold, a notice will also appear when accessing the Client who owns the Plan. If disabled, the notice will only display on the Plan tab. |
| Show Timeslip Prompt |
When enabled, an Employee completing a Task will receive a popup reminder asking if they submitted a Time Slip. |
Notifications
Tier Availability: Team, Business
The preferences in this view control system email notifications that are sent in various circumstances. These preferences are discussed in greater detail in the article Email Notifications.
Secure File Exchange
These preferences manage settings for the Secure File Exchange feature.
| General Secure File Exchange preferences |
|
| Interaction Type |
Determines the Interaction Type for any Interaction records created when a Secure File Exchange is sent. Options are Secure File Exchange or Distribution Project. |
| The following preferences apply when an Employee sends a Secure File to a Contact |
|
| New Exchange Email Body |
The body of the email used to notify the recipient that a new file is available. |
| New Exchange Email Subject | The subject of the email used to notify the recipient that a new file is available. |
| Outgoing Expiration Days Default | By default, files sent to a Contact via Secure File Exchange will be automatically deleted after the number of days specified by this value. Options are 7, 14, 30, and 90. |
| The following preferences apply when a Contact sends a Secure File to an Employee |
|
| Incoming Exchange Email Body |
The body of the email used to notify the recipient that a new file is available. |
| Incoming Exchange Email Subject | The subject of the email used to notify the recipient that a new file is available. |
| Incoming Expiration Days Default | By default, files sent from a Contact to the TPA via Secure File Exchange will be automatically deleted after the number of days specified by this value. Options are 7, 14, 30, and 90. |
| The following preferences apply to the notification email that is sent to the recipient of a file if the file is deleted before it has been accessed |
|
| Deleted Exchange Email Body |
The body of the email used to notify the recipient that the file has been deleted. |
| Deleted Exchange Email Subject | The subject of the email used to notify the recipient that the file has been deleted. |
| The following preferences apply when a Secure File is downloaded by a Contact |
|
| Multiple Read Notification Email Body |
The body of the email used to notify the Employee that multiple files have been downloaded. |
| Multiple Read Notification Email Subject | The subject of the email used to notify the Employee that multiple files have been downloaded. |
| Read Notification Email Body |
The body of the email used to notify the Employee that the file has been downloaded. |
| Read Notification Email Subject | The subject of the email used to notify the Employee that the file has been downloaded. |
| Read Notifications |
Determines whether or not the above notification email is sent when a file is downloaded. Options are Do not notify me, Notify me the first time, and Notify me every time. |
| The following preferences apply when a Secure File has not been downloaded by a Contact after some period of time |
|
| Reminder Email Body |
The body of the email used to remind the Contact that the file has not yet been downloaded. |
| Reminder Email Subject | The subject of the email used to remind the Contact that the file has not yet been downloaded. |
| Reminder Frequency |
Determines how often the Contact will be reminded that a Secure File Exchange is available for download. Options are 7 Days or Never. |
Single Sign-On
Tier Availability: Team, Business
These preferences are used during the process of enabling Single Sign-On, which allows Employees to log in to PensionPro using their existing security credentials and bypassing the need for a password. Information on these preferences can be found in the article Single Sign-On (SSO) Authentication.
Fee Schedule
Tier Availability: Team, Business
The Fee Schedule view is where Fee Schedule Templates can be added and managed before they are added to Plans. This view is discussed in more detail in the article Fee Schedules.
Field Descriptions & Collection Fields
Tier Availability: Team, Business
The Field Descriptions view contains the various fields that might be used on an employee census to collect participant information during Data Collection. It works in tandem with the PlanSponsorLink.com Collection Fields view, where these fields are added to the census for each different Plan Type.
Both of these views are covered in greater detail in the article Collection Fields for Census Data.
PlanSponsorLink Preferences
A firm that has access to the PlanSponsorLink feature will find its preferences in one of two locations, depending on whether the firm also has the PSL Subdomains feature.
- If subdomains are in effect, PlanSponsorLink Preferences are found in Maintenance > Preferences > PlanSponsorLink Subdomains.
- If subdomains are not available, PlanSponsorLink Preferences are included within the PensionPro Preferences detailed in the previous sections.
In whichever location is applicable, the following preference categories are available:
- Annual Data Collection
- General Web Collection
- PlanSponsorLink Preferences
- PlanSponsorLink Style
- Web Steps
For details on these preferences, refer to the article PlanSponsorLink Preferences.