1 eWorkbench First Time User Tutorial Follow these instructions to obtain a User Name, Password and Account Validation.

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Presentation transcript:

1 eWorkbench First Time User Tutorial Follow these instructions to obtain a User Name, Password and Account Validation

2 At the Login screen click on "First Time Visitor?”

3 Fill in all fields marked with a RED arrow. Follow the requirements for creating a User ID & Password.

4 Read the Terms of the SSO registration. To agree to the terms, click “Submit”. When the below pop-up box displays, please read the statement and click, “OK”.

5 You have now successfully completed the “First Level Registration”; click “Continue”.

6 Lastly, you will be brought back to the Secure Login screen. Enter your User ID and Password in the spaces provided and click “Submit”.

7 After entering your User ID and Password, you will have to validate your account. Enter your Tax ID and Group Account Numbers in the spaces provided and click “Submit”.

8 You will then be brought to the “Plan Administrator Workbench” page. Click on the “Authorize Accounts” link to authorize individual accounts.