Plan Portal Configuration

The Plan Portal Configuration feature allows you to customize many of attributes of the Plan Sponsor Portal / Plan Vault. You can edit the Plan Portal Site Title, Login URL, display of your company logo, links and highlights color, and display a custom disclosure.

Accessing Plan Portal Config

1. Click the Gear Icon in the Navigation menu in the top-right.
2. Click Vault and Portal
3. Click Plan Portal Config.

---

1

Plan Portal Site Title

The Plan Portal Site Title updates the Web Page title for your Plan Sponsor Portal / Plan Vault.  For example, you may want to customize your Plan Portal Title to something specific for your company such as "CFFM Financial Client Portal".

1. Enter a new Plan Portal Site Title in the text box.
2. Click Save.

---

2

Plan Portal Friendly URL

You can customize the web address for your Plan Sponsor Portal / Plan Vault login page. Plan Contacts that have access to the Plan Sponsor Portal / Plan Vault will use this URL to access the Plan Portal site.

1. In the blank text box at the end of the URL, enter your custom text. 
   1. Text entered must be one word or have hyphens (e.g. /cffmfinancial or /cffm-financial)
2. Click Save.

---

3

Code Snippet for Widget

You can install a widget on your business website to allow your clients to access the Plan Sponsor Portal. You simply need to copy and paste the Code Snippet and share the snippet with whoever manages your business website.

---

4

Firm Logo

Customize your Plan Portal by uploading your logo. This will appear in the 

1. Click Choose File to select an Image file. Note: The image file needs to be in the aspect ratio of 150 px x 50 px.
2. Click Save.

---

5

Links and Highlights Color

Customize the font color for links and highlights in the Plan Sponsor Portal and Plan Vault.

1. Enter a HEX ID Color Code, an RGB Code, or select a color from the color palette box.
2. Click Save.

---

6

Web Portal Disclosures

You can enter a custom disclosure that will appear at the bottom of every page in the Plan Sponsor Portal / Plan Vault.

1. Enter your disclosure text in the text box.
2. Click Save.