Create a New User

Click on the “Create New User” button in the top right of your UAS Dashboard.



Enter the new user’s personal information and desired access role in the modal that appears and click “Save.”

Access Roles

• Initial Authorized Approver: The very first user for the plan, designated by the plan sponsor, and a person who will manage access rights for the plan.
• Authorized Approver: Manages access rights for the plan, as granted by the Initial Authorized Approver.
• Plan Sponsor: Sponsors who have access to the site but do not manage access rights for other users.
• Advisor: Advisors/consultants for whom you wish to grant plan access. 
• Auditor: Granted temporary access for the purposes of auditing the plan.
  

Use the check boxes to select the plans this user should be able to access in PlanView Portal, then click “Next.

You’ll see a preview of a profile page for the new user you’re creating. Here, you can make detailed selections about access options within each tool by toggling the On/Off switch. When tool access is turned on, you can make further to access level and location with the dropdown menus.

When you’re ready to save your selections, click the “Create New User” button in the bottom right of your screen.

a. Confirm that you have reviewed all access settings in the modal that appears.

b. Click “Confirm” and an email will be sent to the new user.

c. The new user will need to complete the account registration process. Their email link will be valid for seven days. If the newly added user is unable to access the link within the allotted time, please contact the T. Rowe Price Help Desk at 1-800-639-8552 to have the email and link resent.