PSW^® Roles Based User Access

Simplifying the setup of user access.

Overview

Fidelity is simplifying the setup of user access to Plan Sponsor Webstation (PSW). The new implementation of the digitized, self-service user management model will improve the user experience by allowing immediate user provisioning and reducing cycle-time. By assigning roles, PSW cannot be modified at an individual user level, thereby ensuring compliance with security standards.

Process

• Clients will be able to create and update PSW users across all benefits that they manage.
• Cross benefit access, such as Team Workspace and file upload, will be available when creating the user.
• Product level access will be a simplified flow that provisions access immediately to the new user.

What is next?

Rollout of PSW roles-based user access will be phased throughout 2025. Fidelity will be reaching out via email to either let you know that your experience will be automatically updating, or we will be reaching out requiring assignment of roles for your users.