For more information, please refer to the instructions below: 

Please see below to learn how to set up User permissions.

Navigate to Menu > Portal Settings >

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Access

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The Access page regulates each User's security settings and permissions for modules.

Payment: the ability to view the 'Invoice' menu item and proceed to payment. Select an option by clicking on the drop down box:

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Full: shows 'Invoice' as a Menu Item and gives ability to make payment.

View-only: shows 'Invoice' as a Menu Item, however no ability to make a payment. Payment button is hidden.

None: no Invoice menu item and there is no ability to make a payment. 

Documents: the ability to create documents from the documents page. 
Select an option by clicking on the drop down box:

Full: the ability to access all document tabs in the Menu, including 'Create a Document', 'Saved documents', 'Completed documents', 'E-signing'. Once completed, you have the ability to Edit documents once. 

Read-only: there is no ability to create a new document. The 'Edit' option is hidden. Users can only access 'Completed Documents' and 'E-Signing'.

Draft: the User has access to all the documents in the menu item. Only the User can save documents. There is no ability to complete a document. 

None: There is no access to Documents. The Documents menu is hidden. 

Corporate Messenger: the ability to use Corporate Messenger, including accessing your companies profiles and creating and lodging forms ASIC forms. 

Select an option by clicking on the drop down box:

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Full: all functions are available.

Read-only: Only the User can access saved and completed forms. There is no ability to create and complete a form. The User cannot amend, lodge, forward or send a form.   

User can access the following menu items:  'Companies', 'Lodgements', 'Annual Statements', 'Notification Center' and 'ASIC Calendar'.

Draft: the user can only save a form (the complete button is hidden) and cannot lodge, forward, or send a form. The User has access to the full Corporate Messenger menu. 

None: The Corporate Messenger menu is hidden.

 

Trust Register: the user has the ability to access the Trust Register.


Select an option in the drop down box. 

Full - All functions are available.

Read-only - User can access saved and completed documents but no ability to create and complete a document. User cannot amend, lodge, forward or send a document. No ability to edit the Trust Profile.

Draft: User can only save documents (complete button is hidden). No ability to amend, forward or send a document. User has access to the full Trust Register menu.

None:  the Trust Register menu is hidden.

General Features:

Select either the 'Full' or 'None' option. 

General features include following: 


- Rosie the Bot
- Release Notes
- Webinars
- Strategic / Technical Support
- View Legal FAQ
- Reminders and Outgoing Correspondence - (hidden from the menu if both Documents and Corporate Messenger access is set to 'None'). 

Important: Only User's with Administrator access can amend the permissions settings and add other administrators. 

Administrator can be added when adding a new User or when editing a User's information. 

To do so, go to the 'User Management' settings. Add a user or edit a User's information, and tick the 'Is Portal Administrator' box. 

 

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