Standard User Permissions:
- May access modules based on permissions within their User Profile(s)
- If given permissions by Designated Admin or Master User may Add or Delete Plans
- May view Divisions within their Home or guest Divisions
Designated User Permissions:
**Can do everything that the Standard User can do as well as the following:
- Access to Administrative Tasks Page
*May Add, Delete, or Edit Standard Users as well as other Designated Admins permissions
*May add and alter user Home and Guest Division permissions
*May update Standard User's passwords - May update Plan Admins
*On the Edit Plan screen or via upload. - May run reports
- May upload company and plan alterations/additions
Master User Permissions:
**Can do everything that the Designated Admin can do as well as the following:
- No Limitations to Edits/Updates
- Access to Account Profile Page
- Access to Divisions Page
*Can add, delete, and move Companies to Divisions/Enable Divisions.
Below is an excerpt from our user guide.
We have bolded in red the list of items that require additional permissions added to a Standard User, a Designated Admin, or Master User Permissions.
**Please also note, that the standard user will only see the modules they are given access to.
General ftwilliam.com website features available after log-in:
- Wolters Kluwer Drop-Down Logo.
(It provides the following options (not all options may appear depending on your subscription with ftwilliam.com)- Home
- Edit Profile
- Company/Plan
-
- Add Company
- Edit Company
- Delete Company
- Add Plan
- Edit Plan
- Delete Plan
- Plan Search
- Upload Company/Plan Data
- Batches
- ACA
- 5500 Batch/Workflow
- 1099
- DocPrint
- PPA Restatement
- 403(b) PPA Restatement
- Batch Annual Notice
- Batch 2017 RAL Amendment
- Batch Hardship Amendment
- Batch Welfare Restatement
- Batch CARES Act Amendment
Batch Claims Amendment - Online Annual Questionnaire
- Annual Questionnaire
- Census Worksheet
- Portal Documents
- ftwPortal Pro
- View User Portal
- Portal User Manager
- Message Manager
- Document Manager
- Portal Document Batch
- Portal User Edit Grid
- Upload Portal Users
- Download History
- Portal User Help
- Portal Manager
- Reports
- Company Data
- List of Deleted Companies
- List of Deleted Plans
- Document Provisions by Checklist [Downloads entire document checklist for a particular plan type into Excel format.]
- All Plans (Select Provisions) [Download into Excel basic information for all plans on the system (plan name, EIN, etc.)]
- All 5500s (Select Provisions) [Option for current and prior year to download into Excel participant counts, total plan assets and more.]
- Downloads
- Blank Checklists
- Blank Adoption Agreements for Prototype-Style Plans
- IRS Letters for Pre-approved Plans
- ftwilliam.com Signed Amendments for Pre-approved Plans
- Print Blank GUST Documents
- List of Approved Outside Trust Agreements - PPA
- Plan Limit Table
- Download Document Schema
- All Portal User Messages
- Administrative Tasks (Master/Designated Admin Users Only)
- Portal/Workflow
- Global Email Settings
- Edit Module Admins
- Portal Branding
- Portal Correspondence
- Edit Contact Types
- Edit Document Classifications
- Edit Folder List
- View Portal Data Usage
- Create Custom Checklist Edit Checks
- Global Document Print Settings
- SAR/AFN Print Settings
- Defaults
- SAR/AFN/8955-SSA Defaults
- ZZZ-Defaults
- Default Online Annual Questionnaire
- Default Portal Document SplitZip File Format
- Account Profile [Place for Master Admin User Only to update Company Profile.]
- Logged in Users
- Divisions [Place for Master Admin User Only to set-up containers which hold one or more companies (Plan Sponsors).]
- Users [Set permissions for users, log-in and password information.]
- View Online Usage Agreement
- Support:
- Help Center
- Contact Us
- Suggestion Box
- User Guides [Provides access to all user guides for the various modules.]
- Portal User Help
- 5500 FAQs
- Post PPA Reference Guide
- Email and Tech Updates
- TAG (Technical Answer Group) **By subscription only
- Logout
https://www.ftwilliam.com/djKIumIZlvmjgBE599Eo3NuoAelU5LAzbx2Xs/help/Instructions/EFAST2UserGuide.html#Intro