Adding an RPA to the Parent Account Level is a multi step process. First you have to add their profile to the parent level account. This profile should have their username to specifically match their shortname followed by @gwl.com . You will then need to follow steps to add a profile for them on each of the subsequent child accounts that they should be on and set up their sync staff username to be equal to their shortname.
We break this down in two sections on this page:
- First, adding the RPA's profile to the parent level account list, assigning them permission to the right child accounts, and then setting up their sync staff username for TimeTap
- Second, establishing the RPA's profile on each of their child accounts
To start with adding an RPA's profile to the parent level account, login to TimeTap and instead of logging into any of the child accounts, go to Settings > Administrators:
On the Administrators list view, click the button to "Add New Administrator":
On the add new administrator flow, fill in the RPA's name, select the security level of "Empower Retirement - GOV team RPA on Parent Level Account" and supply their username as their shortname + @gwl.com:
Important to Note
A few things are important to note here:
- The security role that you are setting here is specific for when you are adding an RPA/RPC. If you are adding a Manager, you would select the "Empower Retirement - GOV team Manager" security role. If you are adding an Admin, you would select the "Empower Retirement - GOV team Admin" security role.
- The note about "Password" at the bottom of this step of the add administrator process is irrelevant to the Great West/Empower Retirement accounts since we are using Single Sign On through Salesforce
Click "Continue" at the bottom of that step. Under contact information, fill in the RPA's empower-retirement.com email address. This will be where all appointment related emails send for the RPA when a participant books/reschedules/cancels with them. You can also optionally add their cell phone number if they want to get text message alerts when new appointments are booked with them:
Once you've entered the contact information, press "Continue" at the bottom to move onto the "Details" page.
On the "Details" page, it is not necessary to upload a profile picture or add a bio for the RPA at the parent level. Simply make sure to set their timezone properly and move on to the confirmation page:
