Security Administration


Hands on experience with the role-based security administration and permissions

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


  • Security structure and components
  • Where do user access controls apply?
  • Menus, WorkDesk/Flow, System, Members, Reporting,
  • Privileges
  • Roles
  • Users
  • Teams
  • Schemes
  • Standard reports
Becky Forster
Becky Forster
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.

Learn more about our team

Course list

Select the relevant course on the list below for further details and a chance to enrol.