Once the plan has been fully converted and tested, you can enable the PensionSoft Internet Portal for the sponsor. This process involves selecting portal's settings, choosing which Person Worksheets and Reported Amounts should be accessible online, and configuring Export Definitions.

To begin, enable the portal by opening the Plan Sponsor and checking the box, Enable Internet Portal on the sponsor's Basic Information screen. Press OK on this screen and save the sponsor. You will get a message indicating that default portal settings have been created for the sponsor.

You can use the portal settings screen to make changes to the appearance of the portal, specify data access rights, define password requirements, and add items to the portals news feed. To open this screen, open the Plan Sponsor (if not already opened) and select Tools - Portal Settings from the main ribbon.

Portal access for Reported Amounts is controlled separately for each amount. To change portal access for a Reported Amount, open the Plan Sponsor and double-click on the name of the Reported Amount (under Reported Amounts). There, you will be able to change access to the amounts as well as define how it should appear within the portal.

Please note however that if access is set to None on the Person Data tab of the Internet Portal Settings screen, no reported amounts will be displayed (even if rights are enabled for an individual amount).

By making Person Worksheets accessible on the portal, Sponsor Contacts can create their own real-time listings from the DB Precision database. For example, you might create a Person Worksheet that allows the contact to create an address listing.

To do this, open the Plan Sponsor and then double-click on the Person Worksheet that you want to make accessible through the portal. In the Internet Portal area, you will then be able to enable the worksheet for Sponsor Contacts as well as give it a portal name and description.

Export Definitions that are used to create things such as benefits estimates and election forms for people can be made accessible within the portal. Note that plan-level exports such as benefit statements may not be run inside the portal.

To enable an Export Definition for the portal, open the Plan Document and then double-click on the name of the definition. On the Internet tab, you will be able to enable the definition for participants and/or sponsor contacts as well as specify its display name and which calculation inputs should be displayed.

Make sure after enabling an Export Definition for the portal that you also make sure it will be able to be processed without error. To do this, run the export for several sample participants and check the box allowing for the document to be saved to the archive. This will ensure that the Internet Controller will also be able to save the document as a pdf without error. Make sure to then delete the newly created archives after testing.