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PensionPro 2.0 - Adding Employees and Security Rights

This article explains how to add an employee and assign Security Rights in PensionPro.  At the bottom of this article is a Security Rights Assignment Chart to help the user when assigning Security Rights,

 

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

Add-On Availability: SalesPitch 

Security Rights Required: Add/Edit Employee  

  Note:  Fields will vary depending on the tier the user is on.

 

Menu:

How to Add an Employee 

  1. Click Add Data > Employee from the Navigation Panel.
  2. The Add Employee pop-up window will appear. Complete the required fields and click Save. First Name, Last Name, Location, Email, and User Name are required fields. The User Name must be a minimum of 6 characters. Many users setup the employee’s email address as the User Name, but that is not required.
  3. Click Save & Open to open the General Employee Information screen.
  4. The newly created Employee can also be located by searching for the employee's name. The employee will appear under the Employees dropdown. Click the employee's name to open the General Employee Information screen.
  5. Various contact details can be added from the Views menu on the left. The employee's address and phone number can be added for communication purposes. 
  6. The Activity, Assigned To-Dos, Interactions, and Notes menus will populate as the employee is added to plans, assigned To-Dos, are included in Blast Emails, and Notes are added. 

 

Adding Security Rights 

To add Security Rights, the user will need to navigate to the employee's record. To access the employee record and edit an employee's Security Rights:

  1. Search for the employee's name and select it from the Employees dropdown.
    • The employee record can also be accessed by clicking Maintenance > Firms/Locations from the Navigation Panel and clicking the employee's location, then click the Employees menu, and double-click the employee's name.
  2. Click the Security Rights menu and click the Edit icon. 
  3. An Edit Security Rights pop-up window will be displayed. 
  4. From the Available Rights dropdown list, select the Security Rights to be added or select Add all Rights.
  5. Click Save

Deleting Security Rights 

Users can delete Security Rights for an employee to restrict access to certain features of PensionPro. Multiple Security Rights cannot be deleted at the same time. They must be deleted individually per employee.

  1. Search for the employee's name and select it from the Employees dropdown.
  2. Click the Security Rights menu and click the Edit icon.
  3. An Edit Security Rights pop-up window will be displayed.
  4. Click the X icon next to the Security Right to delete it.
  5. Click Save.

 

Adding Security Roles

Tier Availability: Business

In order to use Security Management, users must have the Add/Edit Employee and Security Management Security Rights. 

Assigning Roles to Employees

  1. Navigate to the employee's record. 
  2. Click the Security Rights menu and click the Edit icon.
  3. Click the Security Role dropdown menu and select the target Security Role from the menu.
    • The dropdown will read None if no Security Role is selected.
    • Users can either choose to select a Security Role or select None from the Security Role menu and choose individual rights. Users cannot select a Security Role and add additional Security Rights. 
  4. Click Save.

 

Removing Security Roles

Tier Availability: Business

Removing Roles from Employees

  1. Navigate to the Employee's record.
  2. Click the Security Rights menu and click the Edit icon.
  3. Click the Security Role dropdown menu and remove the current role.
  4. Click Save. 

 For more information on Security Management, please visit Using Security Management.

 

List of Security Rights

 Below is a list of Security Rights and their function: 

  • Access Merge Documents: Allows access to Merge Documents Templates.
  • Access Power Tools: Allows the user to access and user the power tools menu items. 
  • Access Query Tool: Allows the user to access the Fetch Query Tool application. 
  • Access SalesPitch: Allows the user to access SalesPitch. When this right is added, a message indicating that the Access SalesPitch right has been selected and if added will be included in the monthly fee calculation for SalesPitch charges will appear at the bottom of the Add Security Rights slider menu.  
  • Access SalesPitch Conversion Tool: Allows the user to access the SalesPitch Conversion Tool. 
  • Account Maintenance: Allows the user to access and manage PensionPro account information. 
  • Add/Edit Client: Allows the user to Add a new Client from the Navigation Panel and edit existing client information from the Client screen. 
  • Add/Edit Contact: Allows the user to Add a new Contact from the Navigation Panel and edit existing contact information from the Contact screen. 
  • Add/Edit E-Signature Templates: Allows the user access to add, edit, and delete E-Signature templates.
  • Add/Edit Employee: Allows the user to Add a new Employee from the Navigation Panel and edit existing employee information from the Employee Details.
  • Add/Edit Event: Allows the user to add, edit and delete Events. 
  • Add/Edit Event Configurations: Allows the user to add, edit and delete Event Configurations. 
  • Add/Edit Fee Schedule: Allows the user to Add and Edit Fee Schedules. 
  • Add/Edit Interaction: Allows the user to Add an Interaction from the Naviation Panel and add/edit an Interaction in the Client, Plan or the Contact Details. 
  • Add/Edit Plan: Allows the user to Add a new Plan from the Navigation Panel and edit existing plan information from the Plans screen. 
  • Add/Edit Plan Cycles: Allows the user to edit Plan Cycles 
  • Add/Edit Plan Doc Specs: Allows the user to add/edit plan document specification data. 
  • Add/Edit Project: Allows the user to Add a new Project and edit existing project summary information from the Project Summary tab. 
  • Alter Due Dates: Allows the user to alter Due Dates and Project Start Date in Projects.
  • Authorized Computer Exempt: Allows the user to be exempt from computer authorization, maintain the list of authorized computers, and change the computer authorization application preference.
  • Blast Email: Allows the user to access the Blast Email tools from the Communications menu. 
  • Create E-Signature Requests: Allows the user to create E-Signature requests.
  • Create Merge Documents: Allows access to create merge documents through the merge wizard.
  • Delete Documents: Allows the user to delete files from Plans and Projects. 
  • Delete Interaction: Allows the user to Add/Edit interactions. 
  • Delete Notes: Allows the user to delete notes. 
  • Delete Secure File Exchange: Allows the user to delete Secure File Exchanges. 
  • Edit Other To-Dos: Allows the user to edit other users To-Dos. 
  • Edit PlanSponsorLink Styling: Allows the user to change colors, text sizes, etc. on PlanSponsorLink. 
  • Edit/Merge Company Names: Allows the user to edit Company Name details and access the Company Name Merge Tool from the Company Details Screen.  
  • Maintenance: Allows the user access to Maintenance Menu items including adding and editing Project Templates.
  • Manage Contact Security: Allows the user to reset a contacts password and MFA configuration for accessing PSL.
  • Management Reports: Allows the user to access Management Reports from the Reports menu.  
  • Manager: Allows the user to access the Management Dashboard and remove completion dates from tasks. 
  • PSL MFA Security: Grants the ability to enable/disable MFA for PSL contacts.
  • Reassign Tasks: Allows the user to reassign project tasks. 
  • Security Management: Allows the user to manage admin level security settings for the firm.
  • Task Override: Allows the user to Override Task items in a project. 
  • View Events: Allows the user to view Events. 
  • View Other Dashboards: Allows the user to access other employee’s dashboards. 
  • View Other Secure File ExchangesAllows the user to access other user's Secure File Exchanges.

 

For recommendations on which Security Rights to assign per role, download our Reference Guide: Recommended Employee Security Rights.

 

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