Approving or rejecting a new sponsor user registration

A Sponsor Administrator must approve or reject registration requests by sponsor users.

When you approve a registration, you must assign one of the following permissions: Sponsor Administrator or Sponsor Standard User.

The most recently modified registration requests appear first by default. You can select one or more check boxes to show only the registration requests with that status. You can choose from the following registration status types:
  • Active
  • Approval Pending
  • Inactive
  • Rejected
You can sort columns by clicking the column header. If the list of users takes up more than one page, you can page through the list by clicking Next, Last, or the page number.
  1. Sign in to the PEM Portal as a Sponsor Administrator.
  2. Click Directory > Users.
    The list of sponsors is displayed, and new registrations are displayed as Approval Pending in the Status column. You can select the number of items that are displayed per page in the Show 10 per page field. The default is 10 items, but you can choose to display fewer items or more items.
  3. Click Approve/Reject in the Actions column.
    The User Approval window opens.
  4. Review the Account Information. Click Next.
  5. Assign a permission to the user. You can assign a permission of Administrator, Line-of-business (LOB) representative, or Standard User. For more information about permissions, see Sponsor permissions. Click Next.
  6. Type any comments in the Comments box, and choose one of the following options:
    • Click Approve to approve the sponsor user. The list of users is displayed. The sponsor user is displayed as Active in the Status column. An email notification is sent to the sponsor user.
    • Click Reject to reject the sponsor user. The list of users is displayed. The sponsor user is displayed as Rejected in the Status column. An email notification is sent to the sponsor user.