Portal Setup Guide - Portal Settings - Participant Data
Step 4: Review Portal Settings - Participant Data
Access Rights to Participant Data: use this section to indicate what type of access (for both participants and sponsors) should be provided to portal users for each category of pension information. This information can be entered here based upon responses provided by the sponsor on the portal questionnaire.
Please note that this section also includes certain options for hiding certain types of information.
Types of participants accessible within portal: this section allows you to indicate which types of users will have access to the portal as well as which types can be accessed by sponsors using the portal. This information also should come from the portal questionnaire responses.
