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 information about the user, i.e., name, social security number, email address. 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.

A confirmation page is displayed that shows the system access settings in the default profile for this user. If the system access meets the user's requirements, you're finished.

However, if you want to change anything in the profile, go to the Advanced Options to modify the access settings.

 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, and enter information in all the required fields.

Required fields are indicated by a red asterisk ( * ). If a specific format is shown to the right of a field (i.e., date), be sure to enter the information in that format, otherwise, you will get an error when you attempt to continue.

  1. Click Save.

A confirmation will be displayed to verify that the user has been added successfully. The confirmation also shows the system-generated User ID and the default profile that was assigned to the user.