After a license for SmartBenefits has been purchased and enabled for the office, an office administrator must assign appropriate user rights and permissions for each user.

For more information, see User Accounts.

1. From the SmartOffice side menu, select Setup > User Accounts to search for the user.
2. Select the User Rights content link.
3. In the Licenses column, select Group Benefits (Group Policy).
4. Select Menu > Save.
5. Select the Permissions content link.
6. Select the Add, Modify, Delete and Report options for Group Products and Group Policies.
7. Select Menu > Save.
8. Select the User Preferences content link and then select the Policies/Investments sub-content link.
9. In the Group Policy Types section, click the Tag All option to select all group policy types. Clearing a check box prevents the user from viewing group policies of that type.
10. Select Menu > Save.