User Permissions

User Permissions are setup through Menu > Portal Settings. For instructions on this process, click here.

The below table outlines each section within the platform, and the access Users will have to these sections, depending on their User Permission.

  Create Document   Annual Statements   Other ASIC Forms 
  Completed Documents   Notification Center   Trusts
  Saved Documents   Appoint an Agent   Trust Documentation
  E-Signing   Product Settings   SuperComply
  Companies   Reminders   General Features
  Lodgements   Outgoing Correspondence   "Is Admin" checkbox

 

Section Page and Permission Full Read Only Draft None
 Documents

 Create Document page

Y

N

Y

N

 Can open interview form

Y

 

Y

 

 Can save document as draft

Y

 

Y

 

 Can complete the form

Y

 

N

 

 Completed Documents page

Y

Y

Y

N

 Open collaboration page to access documents Y Y Y  
 Amend Document button Y N N  
 Send document for e-signing Y Y N  
 Other integrations like apply for ABN, open bank  account, move to Class/XPM, mark documents as paper signed, add trust to Trust Registry, add fund to SuperComply Y N N  

 Saved Documents page

Y N Y N
 Open saved document for amending Y   Y  
 Complete saved document Y   N  
 Delete saved document Y   Y  

 E-Signing page

Y Y Y N
 Open collaboration page to access documents Y Y Y  
 Amend Document button Y N N  
 Can check status of e-signing Y Y Y  
 Re-send email notification for e-signing Y N N  
 Void e-signing envelope Y N N  
 Other integrations like apply for ABN, open bank account, move to Class/XPM, mark documents as paper signed, add trust to Trust Registry, add fund to SuperComply Y N N  
Corporate Messenger

 Companies page

Y Y Y N
 Company profile (main page) Y Y Y  
 Officeholder page Y Y Y  
 Shareholder page Y Y Y  
  Cannot edit number of shares or amount paid in the allotments table if there's a share discrepancy  
 Timeline Y Y Y  
 ASIC Forms Y N Y  
 Can save ASIC Forms Y N Y  
 Can complete ASIC Forms Y N N  
 Add/remove pins Y N N  
 Appoint account manager Y Y Y  
 Bundle Changes Y N N  
 Action button (which includes the Export to excel option and refresh list (RA61) Y N N  

 Lodgements page

Y Y Y N
 Open collaboration page and download ASIC forms generated Y N Y  
 Lodge form Y N N  
 Send ASIC form for e-signing Y N N  
 Check status of e-signing Y N Y  
 Void envelope Y N N  
 Download e-signed ASIC forms Y N Y  
 Amend Documents button Y N N  
 Edit online functionality Y N N  
 View history for the edit online Y N Y  
 Other integrations on the collaboration page like push docs to XPM Y N N  

 Annual Statements page

Y Y Y N
 Open collaboration page and download the annual statement documents Y Y Y  
 Send annual statement via e-mail, e-signing or download.eml Y N N  
 Set payment reminder Y N N  
 Refresh option (change cover letter, signatories, mins to resolution) Y N N  

 Notification Center page

Y Y Y N
  Limited to discrepancies and ASIC invoice (e.g. late fees). Debt reports not available  

 Appoint an Agent page

Y N Y N
    Can only save; cannot complete and lodge  

 Product Settings page

Y Y Y N
  Can view settings but cannot make any changes  

 Reminders page

Y Y Y N
  Not able to send or void  

 Outgoing Correspondence page

Y Y Y N
  Cannot resend emails  

 Other ASIC Forms page

Y N Y N
    Not able to complete (only save)  
Trust Register

 Trusts page

Y Y Y N
 Trust profile main page Y Y Y  
 Units page (if applicable) Y Y Y  
 Timeline Y Y Y  
 Update trust details Y N    
 Access to trust documents Y N Y  
 Can save trust documents Y N Y  
 Can complete trust documents Y N Y  

 Trust Documentation page

Y Y Y N
 Access to collaboration page to download document Y Y Y  
 Amend Document button Y N N  
 Marked as paper signed Y N N  

SuperComply

 All Functionalities (documents, fund profile, updating fund profile) Y N/A N/A N

General Features

Webinars Y N/A N/A N
Knowledge Base Y N/A N/A N
Release Notes Y N/A N/A N

"Is Admin" checkbox

 If ticked, user will be given access and rights to change settings to Portal Settings

 

To download this table, click the PDF below.

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