The Filing Coordinator manages who can access a plan. To modify the current roles for a practitioner that already has been granted access to the plan, take the following steps:
- Navigate to your Plan List page
- Identify the Plan you wish to review or update in the list
- Select the View Plan Details link for the identified plan
- Select Manage Roles on the Plan Details page
- The Manage Plan Roles page will display, defaulting to filing team members that currently have at least one role assigned ('Currently Active'). This page allows the Filing Coordinator to update the Filing Teams permissions and add New Team Members
- To Add or Remove a Team Members role(s), select Update Roles next to the user's name
- Once the roles become editable, select No for each role for the user to be removed.
- Select No for the question "Do you want to add a new team member?"
- Select Next
- The user's roles will be updated
For further step-by-step instructions please refer to PBGC's How to Add/Remove and Update Roles for Filing Member demo.
For further details on the capabilities of each My PAA role please refer to the Roles Published Answer.