PlanSponsorLink Branding & Styling

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One of PlanSponsorLink's primary functions is allowing Contacts to upload files and submit sensitive information so that this data can be used by the TPA. Due to the sensitive nature of this data, Plan Sponsors want to ensure that the information they submit is going to the intended recipient. For this reason, PensionPro provides firms with full control over the look and feel of PlanSponsorLink, giving Plan Sponsors the confidence of knowing that this application belongs to their trusted TPA partner. This article, intended for new firms, examines some of the preferences available to customize PlanSponsorLink to match their existing branding and language guidelines.

 

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

 

Tier Availability: Track, Team, Business

 

Article Contents

 

 

 

Overview of PSL Preferences and Subdomains

 

Requires Security Rights: Maintenance

 

By default, all firms using PensionPro will have two PSL sites, known more formally as subdomains: a primary subdomain that Contacts will use, and a testing subdomain to try out styles and preferences. A list of these subdomains can by found by navigating to Maintenance > PlanSponsorLink Subdomains.

 

The grid on this page lists all Subdomains available to the firm. Each subdomain maintains its own preferences and properties.

 

  • To edit a subdomain (including its URL and banner image) and toggle whether it is active, hover over the subdomain in the grid and select Editedit.png on the right-hand side.
  • To view and manage a subdomain's styling and language preferences, double-click on the subdomain in the grid.

 

For more information, refer to the articles PlanSponsorLink Subdomains and PlanSponsorLink Preferences.

 

Note: PensionPro recommends editing preferences under the testing subdomain, then copying the settings to the primary subdomain when satisfied.

 

 

Editing Basic PSL Subdomain Settings

 

Requires Security Rights: Maintenance

 

First impressions are everything. A Contact is likely to notice the following two items before they sign in to PlanSponsorLink for the first time:

 

  • The URL to the PlanSponsorLink site
  • The company logo that greets them on the sign-in page

 

To customize these items:

 

  1. From the PlanSponsorLink Subdomains grid, hover over the desired subdomain and select Editedit.png on the right-hand side. The corresponding window will display.
  2. Use the File Selection box to select a logo.
    • The logo must be a .gif, .jpg, or .png image file; the image's dimensions cannot exceed 400 pixels in width or 200 pixels in height.
  3. Edit the Subdomain Name.
    • The name entered into this field will become part of the URL for the new subdomain; for example, https://subdomain.plansponsorlink.com.
    • The Subdomain Name can only contain alphanumeric characters and hyphens. This name must be unique, and cannot already be in use.
  4. Select Save.

 

 

Customizing the PSL Sign-In Screen

 

Requires Security Rights: Maintenance

 

Aside from the URL and company logo, there are a number of smaller settings to tweak what a user sees when arriving at the PlanSponsorLink sign-in page.

 

To get started, double-click on a subdomain in the PlanSponsorLink Subdomains grid to open its preferences, then alter the preferences in the below sections as desired.

 

What if I want to temporarily prevent users from being able to sign in?

In the subdomain's Preferences view, set the Website Operation preference to No, and set an Access Denied Message to inform users that PlanSponsorLink is temporarily unavailable.

Note that even with Website Operation disabled, PlanSponsorLink will still be available as normal if the Access Denied Message is left blank.

 

Preferences View

 

Login Screen Message This text appears directly below the Username/Password section of the sign-in screen. This can be a good place to provide contact information for users who are having trouble signing in to PSL. Simple HTML formatting can be applied.
Secondary Login Screen Message This text appears below the primary Login Screen Message, and also accepts simple HTML formatting.
Show Login Screen Message Setting this to No will hide both the primary and secondary Login Screen Messages from the sign-in page.

 

Style View

 

Login Background Sets the page color behind the sign-in area.
Login Secondary Content Area Text Sets the color of the text in the secondary Login Screen Message.
Login Secondary Content Area Text Size Sets the font size of the text in the secondary Login Screen Message.
Login Secondary Content Area Width Sets the width in pixels of the secondary Login Screen Message.

 

The following options customize the Sign In button below the Username/Password fields; these settings will also apply to most other buttons throughout PlanSponsorlink.

 

Button Background Sets the color of the Sign In button.
Button Text Sets the color of the text on the Sign In button.

 

 

 

Customizing PlanSponsorLink Style

 

Requires Security Rights: Maintenance

 

Once the user signs in to PlanSponsorLink, they will be greeted by a variety of grids, tabs, buttons, and more. Use the settings outlined in this section to customize the user experience as they complete their tasks.

 

To access these settings, double-click on a subdomain in the PlanSponsorLink Subdomains grid to open it, then alter the below items, found in the Style view. For the sake of brevity, these items are grouped into categories based on their respective user interface elements.

 

Background Sets the background color of the page.
Button - Background & Text Sets the background and text colors of most buttons.
Download Button - Background & Text Sets the background and text colors of buttons used to download files.
Navigation Tab, Hover, & Selected - Background & Text Sets the background and text colors for tabs in their normal state, the tab that the user is hovering over, and the currently active (selected) tab. These settings do not apply to the My Active Tasks tab.
Active Tasks Tab, Hover, & Selected - Background & Text Same as the Navigation Tab settings, but specifically for the My Active Tasks tab, allowing attention to be drawn to it if desired.
Main Title - Background & Text Sets the background and text colors of the title bar directly below the navigation tabs.
Bottom Border Sets the color of the decorative bar above the footer at the bottom of the page.
Collapse Panel, Sub-Collapse - Background & Text Sets the background and text colors of the collapsible header bars that group items by plan name, as well as the sub-headers used in some locations (such as the Documents tab). Only applicable to the Grouped display preference.
Grid Header & Sorted - Background & Text Sets the background and text colors for grid headers in their normal state, as well as the highlight colors that indicate when a column header is being used for sorting.
Grid, Hover, & Alt-Row - Background & Text Sets the background and text colors for grid rows in their normal state and the row that the user is hovering over. Separate styling can be applied to alternating grid rows for visual clarity.
Secure File Exchange Tab, Active Tab, & Hover - Background & Text Sets the background and text colors for the Inbox and Sent tabs in Secure File Exchange, with additional stylings for the currently-active tab and the tab that the user is hovering over.

 

 

 

Customizing the PSL Navigation Tabs

 

Requires Security Rights: Maintenance

 

PlanSponsorLink features a tabbed browsing interface. Upon signing in, users are directed to the My Active Tasks tab, which contains any open Data Collection items or unread documents. Other areas of PlanSponsorLink, such as Secure File Exchange and Bulletins, are accessed via tabs at the top of the page. The text of these tabs can be customized, and in some cases, tabs can be hidden if they won't be used.

 

To access these settings, double-click on a subdomain in the PlanSponsorLink Subdomains grid to open it, then alter the below items, found in the Preferences view:

 

Contacts Title Sets the text of the Contacts tab, which allows designated Plan Contacts to request changes to Plan Contact Roles.
Data Collection Title Sets the text of the Data Collection tab, which allows designated Plan Contacts to review past Data Collections.
Distribution Title Sets the text of the Distributions tab, which allows designated Plan Contacts to review the status of Distributions.
Document Title Sets the text of the Documents tab, which allows designated Plan Contacts to upload and download Files & Documents.
Industry Bulletins Title Sets the text of the Bulletins tab, which allows users to view posted Bulletins.
Project Title Sets the text of the Projects tab, which allows designated Plan Contacts to review the status of Projects.
Secure File Exchange Title Sets the text of the Secure File Exchange tab, which allows users to send and receive files via Secure File Exchange.
Show Bulletins Tab Shows or hides the Bulletins tab.
Show Contacts Tab Shows or hides the Contacts tab.
Show Distributions Tab Shows or hides the Distributions tab.
Show Documents Tab Shows or hides the Documents tab.
Show Projects Tab Shows or hides the Projects tab.
Show Secure File Exchange Tab Shows or hides the Secure File Exchange tab.