Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

1

Request Security Roles in Retirement Online This guide shows you (as a Security Administrator) how to request additional security roles for an existing employer contact who needs access to perform their job functions in Retirement Online.

Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

2

Step Action

1. On your Retirement Online Account Homepage, in the ‘I want to…’ section, click the Manage Security Access link.

1

Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

3

Step Action

2. The Employer List page will appear. Click the Employer link of the employer contact for whom you are adding a security role. Note: You may have more than one employer location listed if you work for multiple employers. In this example, we will use: 40042 VILLAGE OF BELLEROSE.

2

Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

4

Step Action

3. The Employer Retirement Online Access page will appear. Click the Add Security Role button under the employer contact for whom you are adding a security role.

3

Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

5

Step Action

4. Select the Role Description drop-down field to select a security role type.

Note: In this example, we will use: Billing.

5. Once you have selected the role, scroll down until you see the Save button. Note: You can add multiple roles to one contact.

4

5

Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

6

Step Action

6. Click Save to continue.

6

Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

7

Step Action

7. A Message pop-up will appear. After reviewing the information in the pop-up box, click OK.

7

Retirement Online Employer Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 11/2019

8

Step Action

8. You will return to the Employer Retirement Online Access page. You have now completed a request to add a security role for an existing employer contact. Note: You will see your request in the ‘Pending Changes’ section if it requires approval by Member and Employer Services Bureau. Click the Account Homepage link to return to your Retirement Online Account Homepage.

You have now completed a request to add a security role for an existing employer contact.

8