Using My Team within your Suncentral profile

Your Suncentral profile is accessible on the secure Suncentral site by selecting the Profile link in the top right section of any page. On your profile page, you will see three different tabs that let you manage your access and preferences on the site:

  • My Information – edit your personal and business contact details
  • My Team – view the members of your team and who has access to sales codes
  • Communication Preferences – edit your communication and notification preferences

This job aid is about the My Team experience. If you’re looking for more information on the other profile functionalities, here are some additional job aids you can reference:

Important reminder: By granting access to this account, you agree to immediately inform Sun Life if this person leaves or transfers to another organization. Failure to do so will result in the unauthorized individual retaining access to your block of business.

We introduced the My Team tab to give you visibility into your team – whether you’re an advisor, assistant, or part of a firm’s back office. On the chart you will see the Advisor Rep code(s) and Branch code(s) related to your block of business, or the business you support as an assistant or back-office staff.

Your view of the My Team tab is dependent on your role and relationship with Sun Life. For that reason, not all screenshots or functionality we go through below are the same for all users. With that in mind, please use this aid as a guideline, but refer to your own profile for your specific experience. 

If you need additional support with your access and what you’re seeing on the My Team tab, please reach out to suncentral@sunlife.com.  

To find your team information, select the My Team tab within your Suncentral profile.

As an advisor you can see the codes you own and who you have delegated their access to people supporting your business, you’ll see a list of those people under the heading “Who has access to my codes”.

If you have access to codes that you do not own, you’ll see a chart that shows all the codes you have been given access to. The exact view will vary depending on your role; however, the information within the chart will look similar. For example, a Marketing Assistant will see a list of the advisor’s codes they support, a back-office staff will see a list of branches or advisors they support, and an advisor will see any other advisor codes they have access to that they do not own.

If you have edit access, you will see a small pencil icon to the right of the user you wish to edit. Selecting this icon brings up a menu, allowing you to add or remove compensation access for that user. If a user has access to multiple codes that you own, you will need to edit each one individually.  

If you have delete access, you will see a small “x” icon to the right of the access you wish to remove. Selecting this icon brings up a menu asking you to confirm if you want to remove access. If you are removing access for either yourself or someone else and it is the last remaining access a user has to the site (removing the last code), then their Suncentral account will also be deleted.  

If you have access to grant or request access, you will see a link to do that at the bottom of the chart. Selecting this icon brings up a menu that will walk you through the process of adding a member to your team. Once the access is approved and completed, it will reflect in your My Team tab.  

FAQ:

You reference codes in this document – what is a code?

The code is the Advisor rep code that represents a block of business. This is the code that your team submits business under and is representative of your contract with Sun Life. The branch code is a representation of the branch you do business with at Sun Life.

Why don’t I see the My Team tab?

If you are a Servicing Only advisor or a back-office user who supports Regional Branches for your firm, you won’t see the My Team tab as the information we display in the chart does not apply to you. We’re working future enhancements to the access within Suncentral and will keep you updated as we make improvements to your experience.

The screenshots show some icons and links – but I don’t see that – why? 

Not all users of the site will have full functionality for their team – this depends on the type of relationship you have with Sun Life and your firm. We will continue to enhance this experience and absolutely welcome your feedback as you navigate through and use the updated profile experience.

If I’m deleting access and receive a warning that the account will be deleted, but I don’t want it to be deleted, how do I keep the account intact? 

The account will only be deleted if a user (usually a Marketing assistant) no longer has access to any codes within Suncentral. If the user still requires access because they are switching from supporting one advisor to another, then it is recommended that the new advisor grant them code access first before the previous access is deleted. This will keep the account active. 

Will my team member be notified of any access changes?

Once the access request is approved and completed – whether adding, editing, or deleting your teams access – you and your impacted team member will automatically receive an email confirming the change, in addition to this change being reflected in the My Team tab.

If I have feedback on this experience, how do I tell you about it?

We love feedback! We love hearing about your experience – good or bad. Your feedback gives us insight into what you value (or don’t) about your Suncentral experience and we get excited about what we can enhance to make that experience better. If you have feedback for us, please feel free to use the “Feedback” button found on all pages throughout the site on the middle right-hand side of your screen.