How do I add or remove a plan manager?

Plan managers with administrative access can grant or revoke dashboard access for others. To manage plan access, go to Settings in the Plan Sponsor Dashboard, then select Manage Access.

• Add a plan manager – Click Add Plan Manager and select their access level.
• Remove a plan manager – Click Deactivate next to their name to revoke access.
• Re-add a plan manager – Click Activate next to a previously deactivated manager’s name.

Plan manager access levels:

• Administrator – Full dashboard access, including the ability to manage plan managers.
• Staff – Can perform all actions except adding or removing plan managers.
• View only – Can view dashboard items but cannot make changes.

New plan managers will receive an email invitation upon being added.