It’s easy to add new users to your employer account on Sun Life Connect.
Check out this quick video, or follow the steps below:
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From the Sun Life Connect home page, select Manage your account and settings in the upper right-hand corner.
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Select Manage users. This feature allows you to add, update, or delete access for any user on your account.
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Select Add a User and complete the required contact information (name, email address and phone number). Once the information is entered, select Continue.
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Please ensure that the email address is accurate as this is the address the new user’s registration email will be sent to.
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Next, you’ll choose the User type and level of access being provided to the new user.
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An administrator can manage access by adding, updating, and deleting users. They will automatically have access to all policies, account functions, and locations.
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Brokers, general users and third party users can have full or partial access to policies, account functions, and locations. They can update their own contact information and login credentials, but cannot change their account access or add, delete or update other users.
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Once you’ve chosen the appropriate type of access, select Continue to grant Policy Access. Administrators will automatically have access to all policies, but you can choose which policies a broker, general user, or third party user has access to.
Once you have set the desired access rights, select Continue. -
Next, you’ll establish the user's access to the policy. For example, you may want to grant access to someone in accounts payable who will need access to the bill and payments, but not require access to manage employees. Once you have set the appropriate Account functions and options, select Continue.
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You may also want to grant or limit access by policy location. Set Location access for managing employees, bills, payments, claims and evidence of insurability. Use the arrow between the Location options box and the Selected locations box to set the desired access for your new user. If your policy only has one location, there will not be any options. Once the locations rights are set, select Continue.
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Review and Submit gives you the opportunity to confirm your selections, or make any final adjustments using the Edit button next to the corresponding section. Take a moment to read the authorization agreement and mark the Accept checkbox before you Submit.
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The new user will receive a system generated registration email within the next 15 minutes with an activation code and instructions on how to register. Please remind them to check their Junk or Spam folders if they don’t see it soon.