Adding a New User - Overview

The Security application provides you with the ability to add users to the Plan Sponsor site and to define their access to a plan and all the company codes within that plan.

The information that a user has access to and the tasks they can perform are defined in a "profile." 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.  

For most users that you add to the site, all you'll be required to do is enter basic user information and accept 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 use the Advanced Options to change their profile. For example, the default profile may not allow a Plan Administrator to view participant information but they must have access to this information. You can change the "Participant Maintenance" access setting in the default profile from "Hide" to "View." When you change the access setting, the Plan Administrator will be able to view participant information for all company codes in the plan.

You can also override a profile for specific company codes, if needed. Suppose in the profile that you just modified giving the Plan Administrator access to view participant information for all company codes in a plan, they require the ability to update this information for one of the company codes. You can override the Participant Maintenance function for that company code and change the system access from View to Update. This will allow the Plan Administrator to update participant information for just that company code, while having view-only access to all other company codes in the plan.

The procedures below provide two scenarios for adding a new user:

• A user that has a default profile

• A user that requires a custom profile

When you see this icon, click it for more detailed information.

Adding a New User with a Default Profile

To add a new user to the Plan Sponsor site with a 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.

3. 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.

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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 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. 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 in the plan.

6. If you clicked Override, select the company code(s) to which these overrides will apply. Then select the system access changes required, or check Deny Access if you want to deny total access to the selected company code(s). Then click the appropriate Save button.

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