Step I) Manage Office Identifiers –add/remove POI access

1. Click ‘Manage Office Identifiers’

2. Filter by desired POI. Then, click ‘Select’ adjacent to the desired POI.

3. Click ‘Manage Office Admins’

4. Manage the Office Administrator for the selected Office Identifier.

To search for an Administrator, click within the search window and complete the search form.

Next, click the ‘Search’ button. Then, click the link to ‘Select’ adjacent to the individual of

choice.

Now that you have selected an individual, select the appropriate Office Administration Group by

checking the desired box (All, Retirement or Staffing). Then, click the button ‘Add Office Administrator’

to complete the assignment.

To Remove an Office Administrator, after locating the individual’s name, click the link to ‘Remove’

Step 2) – Assign a Role Click the right navigation button, ‘Manage Employees’

Complete the search for with a minimum of the employee’s first two initials of their last name. Click

‘Search’. Then, click the link to ‘Select’ adjacent to the desired individual’s last name.

Click the right navigation link, Edit User Roles

Select the Role Type: ‘Standard’ or ‘Limited’. Then, assign the appropriate eR or Retirement Calculator

role, which will allow him/her specific permissions when administering an assigned POI.