Log in to your PlanSource environment.
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Go to Client Administration and select New Client.
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Complete the fields for:
- Company Name
- Address
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City
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State
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Zip
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Expected Employee Count
You can find the values for these fields in the client implementation workbook.
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In the Action section select Create client from existing client.
PlanSource displays Search for existing client you want to copy from
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In the search field enter Sage template to display the relevant templates.
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Select the template appropriate to the contract:
- Sage Template Client Advanced
- Sage Template Client Basic
The client contract type is included in the Products section of the Statement of Work.
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Select the appropriate Available Plan Year for the client.
This is the year when the client expects to start using PlanSource - for example, the current year for mid year benefits changes or the coming year for open enrollment.
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Check Notify the completion of the copying process and enter your email address to receive the notification.
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Select Save.
The PlanSource client account is now created by the system. When the account has been created you can create an API user and primary system administrator:
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Open the client's PlanSource environment.
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Go to System Administration > System.
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On the System page select API Users
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Select Add API User.
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Leave Client ID and Client Secret values as they are.
Copy the values and save them; they are needed for a future configuration step. The values are not displayed again and if not saved you must create another API user to display alternative values.
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Enter a brief Description to help you identify the API User.
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Select Active.
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In the Authentication Types section select OAuth2 to automatically select all dependent checkboxes.
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Select Save.
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In the left navigation select System Administration > Manage Administrators.
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Select Add Administrators.
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in the Administrator information section complete the fields:
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Username and Password
Record the Username and Password - you need these when logging in to PlanSource to accept the end user agreement and enable single sign on.
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First Name
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Last Name
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Email Address
Typically set to the email address of the person completing the implementation to ensure direct receipt of any issues requiring attention.
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In the Administrator Notifications section select Is Primary Administrator.
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In the Available Roles section select Master Organization Administrator.
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Select Save.
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Now log in to PlanSource (https://benefits.plansource.com/login) using the administrator username and password you have just created.
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Accept the end user license agreement (EULA).
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Log out as the client administrator and log back into PlanSource using your Sage People administrator user ID.