PensionPro 2.0 - Utilizing the PSL Terms of Service Editor

It is important to have plan sponsors understand the terms and conditions for working within the PlanSponsorLink (PSL) site. The PSL Terms of Service Editor allows users to create a disclaimer regarding the use of the website that plan sponsors must agree to before being granted access to the PSL site.

 

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

Add-On Availability: PlanSponsorLink

Security Rights Required: Maintenance

 

The PSL Terms of Service Editor can be accessed by navigating to Maintenance > Preferences > PSL Terms of Service Editor from the Navigation Panel. Users can add and edit content and toggle the Terms of Service as active as updates are made.

Menu:

 

Using the PSL Terms of Service Editor

  1. Click Maintenance > Preferences > PSL Terms of Service Editor. A new browser tab will open to the PSL Terms of Service Editor.
  2. Create the Terms of Service in the content box.
    • Add hyperlinks by clicking the Add Hyperlinks icon.
    • Clicking the Add Image icon allows users to add images or logos to their Terms of Service.
      • Added images must be published on the web to be viewed.
      • Add the image's Web Address, width, and height and click Insert on the Insert Image popup that appears.
    • Add grids by clicking the Add Grid icon.
    • Clicking the View HTML icon allows users to add HTML formatting to add further personalization to the Terms of Service.
      • Clicking the icon opens the View HTML window. Click Update to save changes to the HTML editor.
  3. Select the Active checkbox at the bottom of the editor to make the Terms of Service active on PlanSponsorLink.
  4. Click Save to complete.

PSL Terms of Service Editor

TOS.PNG

 

When and Where Do the Terms of Service appear?

Toggling the Active checkbox in the Terms of Service Editor makes the Terms of Service active on PlanSponsorLink. Deselecting the Active checkbox removes the Terms of Service from the PlanSponsorLink site.

A plan sponsor that has not accessed PSL before will see the Terms of Service after entering their credentials into the PlanSponsorLink login page. The contact must agree to the Terms of Service before being granted access to the PlanSponsorLink site. After initially agreeing to the Terms of Service, the plan sponsor will not see or need to agree to the Terms of Service when logging into PSL in the future.

 

Clearing Terms of Service Acceptance

When working with the PSL Terms of Service Editor, the user will see a Clear Acceptance button at the bottom right corner of the editor. This button clears all of the plan sponsor's acceptance of the Terms of Service. If the Terms of Service has been cleared, the plan sponsor will need to agree to the Terms of Services again before being granted access to PSL. This can be helpful when the Terms of Service have been updated.

 

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