Security Administration
TBC
Learning outcomes
- Determine how the roles, users and teams relate to a well-structured security setup
- Apply security across the IntelliPen system to menus, reports, workflows and system options
- Understand and demonstrate how security controls can be established and modified
Contents
- Security structure and components
- Where do user access controls apply?
- Menus, WorkDesk/Flow, System, Members, Reporting,
- Privileges
- Roles
- Users
- Teams
- Schemes
- Standard reports

Training Team Manager
Becky heads up our expert training team, spearheading the delivery of training courses to both internal and external customers. She has over 30 years of training experience working in the occupational pensions administration industry in roles ranging from Pensions Administrator to Group Head of Training for operational staff. She has a 360-degree understanding of how pensions platforms support the delivery of excellent service to our clients having worked both in-house and as a third-party partner in previous roles.
Course list
Select the relevant course on the list below for further details and a chance to enrol.
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Report Writer
0.5 daysTBC -
Security Administration
0.5 daysTBC -
Developing Workflows for IntelliPen - Beginner
1 daysTBC -
Developing Workflows for IntelliPen - Intermediate
1 daysTBC -
Developing Workflows for IntelliPen – Advanced
1 daysTBC