Creating PlanSource administrator accounts

To create an additional administrator account for your PlanSource environment:

1. Open the PlanSource environment.

2. Go to System Administration > Manage Administrators.

3. On the Manage Administrators page select Add Administrators.

4. On the Administrator Information page complete the mandatory fields:

   • Username (for Logon)

     Sage People recommends entering your email address.

   • Password

     Enter a temporary password - you are asked to change the password when account setup is complete.

   • First Name

   • Last Name

   • Email Address

5. In the list of checkboxes for system administrator access, select:

   • Master Organization Administrator

   • Plansource University Access

6. If the administrator is to have access to a limited subset of employees, in the Populations section select Yes on the slider to display available employee groups, then select the checkboxes for the groups they can access.

   Typically an administrator account has access to everyone and you can leave the Populations slider set to No.

7. Select Save.