Managing PlanSponsorLink Users

PlanSponsorLink is the bridge between the data stored within PensionPro and the TPA's Plan Contacts, and provides a convenient means for accessing and managing Plan information. There are a variety of settings that influence a Contact's experience on PSL, and many of these must be managed by the TPA. This article provides instructions for establishing and overseeing Contacts using PlanSponsorLink.

Tier Availability: Track, Team, Business

Article Contents

• Overview of PSL User Management
• First-Time PSL Users
• Resetting a PSL User's Password
• Website Rights for Plan Contacts
  • Managing via the Plan Tab
  • Managing via Power Tools
  • List of Website Rights
  • What Website Rights does a Plan Contact Need?
• Removing Access to PlanSponsorLink
• Frequently Asked Questions
• Associated Articles

Overview of PSL User Management

Any active Contact stored in PensionPro can access PlanSponsorLink, so long as they possess the firm's unique URL (https://xxx.plansponsorlink.com). However, PSL functionality is limited unless the individual is added as a Plan Contact Role and assigned appropriate Website Rights.

The following features are available for all PlanSponsorLink users:

• Secure File Exchange
• Bulletins

All other features will be discussed later in this article, in the section Website Rights for Plan Contacts.

First-Time PSL Users

To log in to PlanSponsorLink for the first time, a Contact should perform the following steps. Note that the Contact will need to be provided with the firm's unique PlanSponsorLink URL before beginning.

1. Navigate to PlanSponsorLink via the link provided by the TPA.
2. Select First Time User? at the bottom of the login area. The First Time User Registration window displays.
3. Provide the email address that the TPA has on file.
   • This is likely the email address that received the invitation to PlanSponsorLink.
4. Select Submit. An email will be sent to the provided address containing a temporary password.
5. Return to PlanSponsorLink and log in using the email address and temporary password.
6. Select Sign In.
7. Change the password when prompted.

Resetting a PSL User's Password

PlanSponsorLink provides users with two self-service options for changing their passwords:

1. For users unable to log in: the Forgot password? link at the bottom of the login area on the PSL landing page. A temporary password will be received via email, and must be changed following the next successful login.
2. For users who have successfully logged in: the More > Change Password option at the top-right of the page, next to the user's name.

If necessary, a user's password can also be updated manually by an Employee:

Requires Security Rights: Manage Contact Security

1. Open the desired user in a new Contact tab.
2. Select the General view from the list on the left.
3. Select More > Set Password at the top-right of the General Information grid . The corresponding window displays.
4. A New Temporary Password will be automatically generated by PensionPro.
   • This password may be altered or overwritten, if desired.
   • This password will only be visible once. A new password will be generated the next time the Set Password window is displayed. If necessary, make a note of the password prior to saving it.
5. Select Save. The new password will be applied to the user's PlanSponsorLink account.
   • Remember to communicate the new password to the user; they will not receive a notification email advising them of the change.

Website Rights for Plan Contacts

Tier Availability: Team, Business

Most PlanSponsorLink features are reserved for Plan Contacts—the persons outside of the TPA firm who have some responsibility in the management of a Plan. However, it may not be appropriate for all Plan Contacts to have access to all of the data available on PSL. For example, certain Plan Contacts may not perform Annual Data Collection, or should not have access to fiduciary documents. These permissions are managed in the form of Website Rights.

Website Rights may only be given to Contacts who have been assigned to a Plan Contact Role. These Rights can be managed individually on the Plan tab, or across multiple Contacts using Power Tools.

Managing via the Plan Tab

Requires Security Rights: Add/Edit Plan

To edit a Plan Contact's Website Rights:

1. Open the desired Plan in a new tab. Navigate to the Contact Roles view.
2. Hover over the desired entry in the Plan Contact Roles grid and select Edit on the right-hand side. The corresponding window displays.
3. Use the Website Rights field to select the desired Rights.
   • Multiple Website Rights can be added
   • Select Add all rights to quickly assign all available Website Rights.
4. When satisfied, select Save.

Managing via Power Tools

Requires Security Rights: Access Power Tools

Website Rights may also be managed for Contacts across multiple Plans using the Website Rights Power Tool, located under Power Tools > Website Rights.

Step 1 of the Website Rights Power Tool is where the desired outcome is chosen. Rights can be added to or removed from Plan Contact Roles.

If adding Website Rights, select the desired Right(s), as well as the desired Plan Contact Role. The chosen Website Rights will be added to this Contact Role for all Plans selected in Step 3 of the tool.

If deleting Website Rights, no additional settings need to be chosen in Step 1. Each line returned in Step 3 represents a single Website Right for a single Plan Contact. The Website Rights selected during this step will be removed from their respective Contacts.

For more information, refer to the article Power Tools.

List of Website Rights

The following lists detail each Website Right and what permission it grants a Plan Contact on PSL.

What Website Rights does a Plan Contact Need?

The following list details sample scenarios and what Website Right(s) need to be assigned to the Plan Contact to achieve the desired outcome.

Removing Access to PlanSponsorLink

Requires Security Rights: Add/Edit Contact, Add/Edit Plan

If a user needs to have their access to PlanSponsorLink restricted or revoked for any reason, perform the below steps as necessary.

Remove Website Rights

Use the instructions found in the above section Website Rights for Plan Contacts to remove any or all Website Rights from the Plan Contact Role. This will restrict the Plan information that the user will have access to view in PSL.

Remove the Plan Contact Role

Deleting the user from all of a Plan's Contact Roles will prevent the user from accessing all Plan-related information. The user will still have access to Secure File Exchange and Bulletins. Refer to the article Plan Contact Roles.

Deactivate the User

A Contact set to an inactive state will no longer be able to sign in to PlanSponsorLink. Refer to the article Adding, Deactivating, or Deleting a Contact.

Frequently Asked Questions

• If I deleted a Plan Contact Role from a Plan by accident, do I need to reassign Website Rights for this Contact after they are re-added?
  Yes, Website Rights will need to be added to this Plan Contact again.
   
• Can I add myself as a Plan Contact to multiple Plans with full Website Rights to view Plan information on PlanSponsorLink?
  PensionPro does not recommend providing Employees with Website Rights on client Plans, unless necessary for troubleshooting purposes. Doing so could cause interruptions to the Data Collection process or result in the Plan Sponsor approving data that was changed without their knowledge.
   
• Can I see when the Contact last logged in to PlanSponsorLink?
  Yes; refer to the PSL Last Login field on the General view of the user's Contact tab.

Associated Articles

• Multi-Factor Authentication For PlanSponsorLink
• PSL Login Troubleshooting
• PSL User Preferences
• Blast Email for Data Collection