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About Profiles

A "profile" is used to tell the system what tasks a user is allowed to perform and what information they have access to within the Plan Sponsor site. The profile contains a list of functions, i.e., Employee Data, that correspond to a user's responsibilities. Each function in the profile has three possible access settings:

Hide - information will not be displayed View - information is for viewing only Update - information can be modified All users are assigned a profile when they are added to the site. To simplify adding a new user, a default profile was created to provide system access that will best fit the majority of users. Most users that you add to the site, will use the default profile, since the system access will most likely meet their needs. However, if the default profile does not provide the access that a user requires, you can change their profile. You can: Change the access settings in the initial default profile to create a new

default profile Override the default profile to provide customized system access

Logging In to Plan Sponsor Security

To log in to Plan Sponsor Security 1 Open your browser, and go to . 2 From the Plan Sponsor Site Welcome page, click the link at the top of

the page to access the Security Login page. 3 Type your user ID, password, and any plan number to which you have

access, and then click Log In.

If you have a temporary password If you have a temporary password that was assigned to you by ADP Retirement Services, you'll be required to personalize your password before you can gain access to the site.

Plan Sponsor Security

Quick Reference

To log in and change your temporary password 1 Log in using your temporary password. You'll be prompted to change

your password. Click OK to acknowledge the message. 2 Type your new password, and reenter it. 3 Type your plan number, and then click Change Password. 4 On the Security Login page, type your user ID, personalized

password, and your plan number, and then click Log In.

If you have access to more than one plan When you logged in to Plan Sponsor Security, you were required to enter a plan number in addition to your User ID and password. If you have access to multiple plans, you can use any of the plan numbers to which you have access when you log in. Before you can view any information or perform any task within the site, you'll be required to select the plan you want to work with during your current session before you can continue. The Plan Number drop-down list is located on the Home page.

Adding a New User ? Overview

When you add a new user to the Plan Sponsor site, you'll enter basic information about the user and assign a profile that defines what information the user has access to and what tasks they can perform. For most users that you add to the site, you'll use the default profile, since the system access settings will most likely meet their needs. However, if the default profile does not provide the type of access that a user requires, you can change their profile. You can also override a profile for a specific company code to provide different access, if needed. The following procedures provide two scenarios for adding a new user:

with a default profile, and with a custom profile.

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Adding a New User with a Default Profile

To add a new user to the Plan Sponsor site with the default profile 1 On the Home page, if required, select a plan from the Plan Number

drop-down list, and then click the Add a New User link. 2 Select the type of user you want to add. 3 Enter the user's basic information, and click Save.

A confirmation showing the system-generated User ID and the default profile assigned to the user appears. 4 If you want to add another user, click Add Another User. If you are finished adding users, click Finish to return to the Home page.

Adding a New User with a Custom Profile

To add a new user to the Plan Sponsor site with a custom profile 1 On the Home page, If required, select a plan from the Plan List

drop-down list, and then click the Add a New User link. 2 Select the type of user you want to add. 3 Enter the user's basic information, and click Save.

A confirmation showing the system-generated user ID and the default profile assigned to the user appears. 4 Click Advanced Options to change the default profile. 5 Change the access settings for individual functions, as needed, and then click: Save - to assign this profile to all company codes. Override - to override the default profile for specific company

codes. See Overriding a Profile for information on what to do next.

Adding a New User

To add a new user to the Plan Sponsor site, all you'll need to do for the majority of users is enter basic user information. When you complete the required information, a default profile will be assigned automatically to the user that defines the tasks they are allowed to perform and what information they have access to within the site. If necessary, you can change anything in the profile to meet the user's requirements.

To add a user

1 On the Home page, if required, select a plan from the Plan Number drop-down list, and then click the Add a New User link.

2 On the Add New User page, select the type of user you want to add.

3 Enter information in all the required fields, and then click Save. A confirmation will be displayed to verify that the user has been added successfully.

4 Select one of the following options: If you want to change the profile, click Advanced Options. See Customizing a New User's Profile. If you want to add another user, click Add Another User. If you have finished adding users, click Finish to return to the Home page.

Customizing a New User's Profile

For some Plan Sponsor site users, you may have to modify the system access settings in the default profile to meet their specific needs.

Depending upon the guidelines of a plan, some system access options (Hide, View, Update) may be restricted for certain functions. Any option that is not available for a function will be disabled (appears in gray and cannot be selected). Any function shown in italics is not available for the company code selected. The access level will be set to Hide and cannot be changed.

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To customize the default profile assigned to a new user

1 From the confirmation page that is displayed after you enter a new user's basic information, click Advanced Options.

2 On the Customize Default Profile page, change the settings to meet the user's requirements. Click Reset if you want to discard any changes you have made and restore the default profile settings before you continue.

3 Do one of the following: If you want to assign the profile to all company codes in the plan, click Save. If you want define profile overrides for specific company codes, click Override. If you saved the profile and did not elect to override any of the settings, a confirmation will be displayed that the profile has been updated successfully. If you clicked Override to change the profile for any specific company codes, any changes that you made to the default profile will be saved and the Override Profile page appears. See Overriding a Profile.

Overriding a Profile

When a profile is assigned to a new user, it provides the same system access for all company codes in a plan. However, there may be certain company codes to which the access settings are not compatible with the user's responsibilities. You can define overrides for one or more company codes at a time.

To override a profile for a specific company code

1 After you've entered the user's basic information, accessed the Advanced Options and optionally, made changes to the default profile settings, click Override.

2 On the Override Profile page, select the company code(s) to which these overrides will apply.

3 Do either of the following: If you want to deny this user access to the selected the company code(s), check Deny Access.

If you want to change the access settings for the selected company code(s), select the options that you want.

4 Click the appropriate Save button. If you want to define another override for different company codes, click Save and Continue. When you have completed entering the overrides you want, click Save and Exit.

5 When you exit, click OK to acknowledge the confirmation.

User List

The User List shows your plan's registered users and provides options for you to:

View and/or update user information View a user's profile by company code

To open the User List On the Home page, if required, select a plan from the Plan Number

drop-down list. Then click the User List link.

Selecting a User from the List

To select a user from the list Click on the Name, User ID, or Type link.

Updating User Information

You can update a registered user's indicative information at any time, e.g., to change the user's email address.

To update a user's information 1 On the Home page, if required, select a plan from the Plan Number

drop-down list, and then click the User List link. 2 Select the user you want to update, and then click Update User. 3 On the Update User Information page, enter the change(s), and

then click Save. 4 Click OK to acknowledge the confirmation.

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Viewing a User's Profile

You can view a user's profile for a specific company code in a plan to see their current system access.

To view a user's profile for a specific company code 1 On the Home page, if required, select a plan from the Plan Number

drop-down list, and then click the User List link. 2 Select the user you want from the list, and then click Access by

Company Code. All company codes in the plan to which the user has access will be listed. The type of profile that is used for each company code will be indicated in the Profile column. The following categories are used: Default - the default profile is used Custom - overrides have been defined within the profile for that

company code Hidden - the user does not have access to this company code 3 Select the company code you want to view. The current profile for the selected company code will be displayed below. Overrides to the profile will be indicated by an arrow ( ) to the right of the function label. If you want to edit the selected profile, click Edit. See Editing a User's Profile.

Editing a User's Profile

You can modify a user's current profile for a specific company code in the plan to change the access the user has to information or to perform tasks for that company.

To edit a user's current profile for a specific company code 1 On the Home page, if required, select a plan from the Plan Number

drop-down list, and then click the User List link. 2 Select the user you want to edit, and then click Access by Company

Code. 3 Select the company code you want to edit, and then click Edit.

The Edit Profile page appears. The company code that you selected on the Access by Company Code page appears in the Company Code field.

4 Change the system access, as needed: To change any of the individual functions, select the system access option to the right of the function name. To deny the user access to this company code, check Deny Access. To restore the access settings to the settings in the current default profile, check Reset to Default Profile.

5 Click Save.

6 You'll be returned to the Access by Company Code page. Enter any additional changes, or click Cancel to return to the User List.

Editing a Default Profile

You can modify a user's current default profile to change the access the user has to all company codes in the plan.

When you change the system access for a particular function in the default profile, this change will be applied to all company codes in the plan that do not have an override for that function. If you applied an override, the override will still be valid. Only those functions that use the default profile setting will be changed.

To edit a user's default profile

1 On the Home page, if required, select a plan from the Plan Number drop-down list, and then click the User List link.

2 Select the user you want to edit, and then click Update User.

3 On the Update User page, click Defaults. The Edit Default Profile page appears showing the system access settings in the current profile for each available function.

4 Select the changes you want, and click Save.

5 Click OK to acknowledge the confirmation.

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Deleting a User

To delete a user from the Plan Sponsor site 1 On the Home page, click the User List link. 2 Select the user you want to delete, and then click Update User. 3 Click Delete. 4 Click OK to confirm the delete, and click OK again to acknowledge the

message that the user has been successfully deleted.

Viewing the Activity Log

To view the Activity Log 1 From the Home page, click the View Activity Log link. 2 On the Activity Log:

Click any column heading (except Action) to sort in ascending/ descending order.

Click the Details link to view detailed information regarding any changes made to a user's system access.

For Technical and Application Support

1.877.290.4545

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