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PensionPro 2.0 - Updating Rights to View

In order to successfully view information in PensionPro, users must have the rights to view that information. Ultimately, viewing information comes down to the access of Location Rights and the Access SalesPitch user right. These rights grant access to view information using the Search feature and what data is returned when running reports.

Tier Availability: Core, Essential, Premium, Business

Add-On Availability: SalesPitch

Security Rights Needed: Add/Edit Employee

 

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

 

Location Rights

In PensionPro a user will only see Clients, Prospects, Plans, Opportunities, and Proposals that are linked to the Location(s) the user is assigned to. This restriction also applies to reports. All Contacts are accessible, regardless of Location(s) users are assigned to. Location rights can be assigned from the Locations tab of the General Employee Information screen. Users can find more information on Location Rights in Using Firms and Locations.

Add Location Rights to an Employee

  1. Use the Search bar to search for the Employee.
  2. Select the employee who is to be updated.
  3. Select the Locations Tab from the menu on the left.
  4. Click the Add icon in the upper right corner of the grid. The Add Right pop-up window will appear.
  5. Select the Location right to be added from the Location dropdown menu.
  6. Click Save to complete.

Delete Employee Location Rights

  1. Use the Search bar to search for the Employee.
  2. Select the employee who is to be updated.
  3. Select the Locations Tab from the menu on the left.
  4. Click the Delete icon to the right of the Location to be deleted.
  5. Click Yes to confirm deletion.

 

 

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