When using PensionSoft’s Secure Internet Portal it may be necessary to create additional administrators and sponsor contacts. Generating the logins for these users can only be done through the Internet portal.

Once you have logged into mypensionbenefit.com as a portal Administrator, navigate to Administrator Security by clicking the main button on the Home page. On the Administrator Security page, you should see a list of all DBP logins associated with your company. Note: only DB Precision System Administrators can create logins for other System Users.

By clicking on a row for a user, a small window will appear that will allow you to generate a User ID and temporary password for that user.

For any user already created, clicking a user row will provide the option to remove the login or reset the password. If the user has been locked out of the portal, a lock icon will appear on that user's row and the window will have the option to unlock the account.

Please note that if, after creating an Administrator login, that user cannot access a Sponsor, verify that the user has been assigned to the Sponsor in DB Precision through the Sponsor Basic Information window by double clicking the sponsor name after opening that sponsor in DB Precision.

To create a Sponsor Contact login, you must first verify that they have been added as a Sponsor Contact in DB Precision. If not, open the Sponsor in DB Precision and then right-click on Sponsor Contacts and select the Add option. A user ID will be generated automatically by DBP. If you wish to rename the User you may right click and select rename. Note that all Sponsor Contact Logins must be six characters. Information regarding the use of each section of the Sponsor Contact detail can be found here or by clicking the question mark icon within the window.

Once you have created the Sponsor Contact in DB Precision, that contact can then be given a portal login. To do this, log in to the portal as an Administator, open the Sponsor in the portal, select the sponsor that you would like to create Sponsor Contact Login for, and then press Sponsor Security.

By clicking a Sponsor user ID, a window will appear in the middle of your browser allowing you to generate a User ID and temporary password.

For any sponsor contact user already created, clicking a user row will provide the option to remove the login or reset the password. If the user has been locked out of the portal, a lock icon will appear on that user's row and the window will have the option to unlock the account.

In general, participant logins are created by creating registration codes and providing them to participants. Each participant then uses this code along with other personal information entered on the portal's registration screen to create their own login.

Creating Multiple Registration Codes: creating multiple registration codes at once must be done using DB Precision. To do this, go to the Tools tab and select Manage Portal Security. Pressing the blue Fill button will create a registration code for any eligible participant that does not already have a code or login. Once generated, the new codes will then be displayed on this screen. Pressing the File button will take the information on this screen and put it into a file for sending codes to participants.

Creating a Registration Code for One Participant: To create a registration code for a specific participant you must first log in to the portal. After opening the sponsor which contains the participant you would like to make a login, press the Participant Security button on the portal menu and then press the button for their last initial. Once you have found the participant you wish to generate a code, click on their row to open the registration window. Press the Create button next to Registration, and a registration code will appear for this field.

Creating a User ID and Password: this should generally only be done for sample participants as it is not considered to be a security best practice to send user ID and password to a participant. To create a participant user ID, follow the steps above for creating a participant registrtation code but instead, press the Create button next to User ID rather than next to the Registration box.

Some Sponsor Contacts may need different rules when accessing the internet portal this can be done through DBP by double clicking on the sponsor contact within the sponsor.

Worktrack Access: here you may decided whether the sponsor contact selected should get notified when a task is created or completed. You may also choose to give the user the ability to cancel tasks or put them on hold.

Limited Participant Access: Using this section you may specify whether access should be limited for that contact for a particular group (based upon a group code reported amount).