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., Participant Maintenance, that correspond to the 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 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. You can:

• Modify the initial default profile, changing the system access settings to create a new default profile.

• Override the default profile to provide customized system access for specific company codes in the plan. (e.g., The default profile for the Participant Maintenance function for all company codes in a plan is set to View. However, for a particular company code, the user must be able to update participant information. You can override the access setting for that company code and change the setting from View to Update.)

You can change a user's system access at any time by updating their default profile or overriding the default profile. All user maintenance is performed from the User List.