Cancel a Pending User Role Reassignment
User Roles:
Program Components:
Overview
This section provides an overview of cancelling a pending user role reassignment.
User Management is the responsibility of the Plan Sponsor. For data integrity and security purposes, CMS’ RDS Center does not alter registered user information or role assignments on the Plan Sponsor’s behalf.
An Account Manager or Authorized Representative user role reassignment can be cancelled while it is still pending, as long as the role reassignment effective date has not yet passed.
Reasons to cancel a pending user role reassignment can include:
- An incorrect termination date; and/or
- Assignment of the wrong user.
For information on changing Actuary user role assignments, refer to Manage the Actuary Role.
For information on changing Designee user role assignments, refer to Manage the Designee Role.
Step-by-Step Instructions
This section provides step-by-step instructions to cancel a pending Account Manager or Authorized Representative user role reassignment.
To access the RDS Secure Website, and navigate to the Dashboard page, review instructions to access the RDS Secure Website.
On the Dashboard page:
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Select Manage Plan Sponsor.
On the Manage Plan Sponsor Account page:
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The Plan Sponsor List table displays all Plan Sponsors to which you are assigned. Select Reassign Account Manager or Authorized Representative from the Actions column for the Plan Sponsor for which you want to cancel a role reassignment and select Go.
On the Reassign Account Manager or Authorized Representative page:
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The Pending User Role Reassignment table displays all user role reassignments that are currently pending for the plan sponsor. If you do not wish to reassign the role to the individual identified in the New User column, select Cancel in the Actions column of the Pending User Role Reassignment table.
On the Warning: Cancel Reassignment pop-up:
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Select Yes to proceed with cancellation or select No to abandon the cancellation and return to the Reassign Account Manager or Authorized Representative page.
On the Reassign Account Manager or Authorized Representative page:
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The Pending User Role Reassignment table refreshes to remove the cancelled user role reassignment and a Success Message displays stating that the pending reassignment has been cancelled.
