My Documents
A new ‘My Documents’ tab is available on your portal. From here, you will be able to upload and access documents and files. This enables quick access to documents stored on the portal as well as the ability for us to securely transfer documents and data with you.
You will be reminded on the portal home screen if there are any unread documents, and an email notification will be sent to you if we have uploaded a document.
Here are step by step instructions on adding, accessing and deleting a document:
1) Access the documents tab
To add a new document, select the My Documents tab on your portal and click on the Add Document link.
2) Name your document
Enter a title for your document and select the file to upload by selecting the Choose File option.
3) Save your document
Click Save and you will be directed back to the My Documents screen where you will see the new document has been added.
4) Notifications
When a document is uploaded by the Creative Pension Trust team, an email notification will be sent to your main contact. When logging into the portal, you will be notified of any unread documents on the portal home screen.
5) Access your documents
To access a document, open the My Documents tab, then click on the document title link under the View Document column.
6) Mark documents as read
To mark a document as ‘read’, select the checkbox on the Mark as Read column and click save.
7) Delete a document
To delete a document, select Delete against the relevant record and then OK to confirm.
Additional users
Your portal can now have multiple users, each with their own personal login and unique user ID. You can control the level of access to full administration including file uploads, or just grant read only access.
To add users, select the Add/Edit Additional User tab from the home screen of the portal.
Adding a new user
To add a new user, click on the Select User or Add New field and select Add New.
Complete their personal details and the level of access:
- Super: Full Access to all functions including the ability to add further users.
- Admin: Full access to all portal screens and functions including payroll upload. Admin Users will not have access to add or amend other users.
- View Only: Access to all screens including My Documents but without ability to amend or upload new or amend any data currently held. View Only users cannot add or access details of additional users.
The user has now been added and an email with a registration link will be sent to the email address entered to allow the new user to set up their login details.
Editing existing users
To view and amend existing users click on the user name from the Select User or Add New dropdown and their details will be displayed.
From this screen you can amend any existing personal details and:
- Resend the Registration Email.
- Send a forgotten password email to enable the user to reset their login details if required.
- Amend the level of access a user has.
- Remove access for a user by selecting Yes under the Deny Login.
