The Filing Coordinator manages who can access a plan. In order to change the access of a practitioner that already has access, take the following steps:
- Identify the Plan in the plan list.
- Select the View Plan Details for the identified plan
- Select Manage Roles on the Plan Details page
- The Manage Plan Roles page will display. This page allows the Filing Coordinator to update the Filing Teams permissions and add New Team Members.
- To Add or Remove a Team Members roles, select Update Roles next to the users name.
- Once the roles become editable, Select Yes or No, as appropriate below the roles for that user.
- And select No to the question "Do you want to add a new team member?"
- And Click Next.
- The users 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.