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. For example, the default profile may not allow the user to update participant information but this user must be able to perform routine maintenance. You can change the "Participant Maintenance" function access setting from "View" to "Update."

In the profile, for each function listed, there are three possible system access settings from which you can choose:

Hide - information will not be displayed
View - information is for viewing only
Update - information can be modified

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). For example, if a plan does not permit updating periodic contributions, the Update option will be disabled for that function.

To customize the default profile assigned to a new user

After you have entered the user's basic information and have received a confirmation that the user has been added successfully, click Advanced Options.
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.

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 for more information about defining overrides to the default profile.