Sponsor Contact - Portal Settings
The Sponsor Contact Portal Settings screen is used to configure Portal access, notifications, and other settings for a Sponsor Contact.
Screen Items
  • Portal Participant Access: settings to control which types of access this Sponsor Contact has to Participants in the Portal.

    • Limit web access to people with: check this box to identify a subgroup of Plan Sponsor contacts with Sponsor level access on the web portal. Identify the applicable subgroup using the field selected in the dropdown.
    • Suppress all Participant data edit access on the portal: overrides any edit access defined within the Plan Sponsor's portal settings to eliminate any ability for this contact to edit participant data.
    • Can add a Person using the portal: allows this Sponsor Contact to add participants using the Internet Portal.
    • Can delete a Person using the portal: allows this Sponsor Contact to remove participants using the Internet Portal.
  • Other Portal Access: allows for the specification of access to certain portal features and pages.
  • Document Upload Notifications: indicates whether sponsor contact should get notified upon document upload for participants or sponsor.
  • Benefit Payment Service Provider: area to specify login information for Benefit Payment Service Provider such as PenChecks.
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