Members Only - Admin Console
Admin Console - Reporting and document ordering
NOTE: This functionality is only available for members who hold a current Smarter SMSF Document (Create) Subscription.
If you are a Manager or Administrator within a business, you can generate reports and view the status of document orders associated with team members. Importantly, an Administrator can review any 'Saved' document by any team member, for review and sign-off before submitting the order for completion.
Document orders have the status of 'Saved' or 'Completed'.
Role structure
The 'Parent' (Manager or Administrator) has the authority to view any document order/s that were generated by a staff 'Child' member. The 'Child' member may not have the experience or authority to finalise or submit a document order. The 'Parent' can review, sign off, and submit the document order.
Note: If you require an additional team member to be added or removed, please contact us and advise the Role structure (i.e. Parent or Child).
Yes, you can have more than one Parent associated with a document subscription. Contact us and we can set this up.
Access the Admin Console
To access the Admin Console, follow these steps:
1. Type sso.smartersmsf.com into your Chrome browser (the preferred browser) address line.
2. Enter your Two Factor Authentication code.
3. Choose the Admin Console from the dropdown menu.
4. Click the Go button.
5. Alternatively, go to the Smarter SMSF website: https://smartersmsf.com/ , then, from the top menu.
6. Select 'Login' and then 'Platform Login'.
7. Enter your login details and click on the 'Log in' button and your 2FA code.
8. You arrive at the 'Create New' document list screen. From the bottom left of the menu, select the 'App Switcher' option.
9. Select the 'Admin Console'.
10. The screen opens at the 'Order History' page.
11. Select the document 'Order type' from the dropdown option.
12. Then select the 'User' from the dropdown option.
13. Click the 'Search order' button.
Saved orders
A table displays a listing of all the 'Saved' order documents prepared by the selected team member. In this example, the Status displays 'incomplete'. These documents have not been generated. The Administrator 'Parent' user can now review, sign off, and submit the document for generation.
14. The 'Parent' can open the 'Saved' order to review. Select the 'Actions' button dropdown option by selecting the 'Resume', the document will open to the data entry fields to review and if necessary, adjust the answers.
15. The other option available is the 'Ready to submit' option. Once the 'Parent' has reviewed the data entry form and approves the completion of the document, instead of the 'Parent' submitting the order for completion, the document can be assigned back to the 'creator' of the document, the 'child' user, is able to submit the document order.
16. Email communications are delivered to the 'Child' user, alerting them the document has been reviewed and is ready to be submitted for completion.
17. The 'parent' order history Saved orders table displays a Green Actions button, indicating the Saved document has been reviewed.
18. Click the 'Order History' link in the menu to return to the Order History page.
Completed orders
19. Select the 'Completed Orders' from the Select order type dropdown option.
20. Select the 'User'.
21. Click on the 'Search order' button.
A table of 'Completed' document orders is displayed. You can click the 'Actions' drop-down option to access a copy of the completed document for printing or emailing, or push data out to a nominated software platform.
22. For any 'Saved' documents that are no longer required, they can be deleted. Select the checkbox next to the Saved document that requires deletion. Click the red deletion bin.
User Management
23. Select the 'User Management' page displays the 'Invited' and 'Invite User' tabs. Use this list to review who is associated with the document subscription and the 'Roles' assigned to each team member.
Functionality is being developed to allow the Account Holder of the document subscription access to add or remove team members and assign Role types. In the short term, please submit a support request to add or remove team members. We will also arrange for any completed document orders to be transferred to another team member, so document records can continue to be accessed.
Usage Report
24. Select the 'Usage Report' page. This page is a Dashboard for your document subscription.
The details of the document subscription include the Subscription Date of commencement, the Subscription Renewal Date (depending monthly or yearly premium), the Subscription Anniversary Date, when the next subscription premium is due. The Subscription Type, the Create Counter indicates how many documents were purchased with the Subscription. The Document Created totals how many documents the team has generated since the last Subscription Anniversary Date. The Document Remaining displays how many documents remain available to be ordered from the total purchased at the last Subscription Anniversary Date.
25. You can search document records across all completed orders. Search an email of a team member linked to the document subscription.
26. Click the 'Filter & Sort' button to access additional search filters.
27. Download a report.
Subscription Details
28. Select the 'Subscription Details' page. The default tab is the 'Document' summary table of Role types, team members and the number of documents ordered listed under the Individual Counter.
29. The 'CPD' tab displays a list of team members associated with the Business CPD subscription.
30. The 'Support' tab will indicate if a Technical 'Support' subscription is in place.
Further information about technical support is available at this address: https://smartersmsf.com/support/
If you need any support regarding your document subscription or the Admin Console, please get in contact with us in any of the following ways:
- By telephone on 1300 95 94 76
- By emailing us at support@smartersmsf.com (NB. This will log a support ticket and email you the number).