Business Edge: A secure website for plan consultants and advisors

Business Edge Site User Management Video

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(Off-camera host) Keeping your clients' retirement plan data secure is critical to your business.

That's why TIAA Business Edge lets you easily and securely manage who has access to that information in both Business Edge and PlanFocus.

Under the "Manage Clients & Users" tab, you can give others in your firm access to plan data for specific clients and request access to plan data from a client whose information is not yet on Business Edge.

Under the "Request Status" tab, you can see the status of a new user at your firm and new client access requests, which can be viewed by request type and status.

Click the action dots to view the request or take other actions.

New users at your firm can be easily added right from this screen by entering their name, email and role.

You can then give them access by selecting clients from a list, copying another user's client list or assigning them as a delegate, which allows them to set up new users from your firm and request access to client data as well.

Under the "Existing User" tab, you can view the status of users at your firm and edit their profile; make changes to their access; and deactivate, reactivate or delete them.

To manage users by client, choose the "Clients" tab.

Here you can add or remove users in just a few clicks.

This is also where you can request access to plan data from a client whose data is not on Business Edge.

Enter the employer, plan or client ID number to find the client, then follow the prompts. The client will be notified once you submit the request.

You will receive an email when the client has granted your firm access to their data on Business Edge. The client's status will also be listed as "Access granted" on the "Request Status" screen. You can then start assigning users at your firm.

The "Change Log" tab lets you see any recent changes made—and who made them—along with the details of each change.

Managing user access to the plan data for your clients has never been easier.

Log in and start exploring today.

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