User Management - The Users tab
The Users tab
User Management lets you control who in your team, linked to your document subscription, can be provided access to various functions within the Smarter SMSF platform. There are three tabs. 'Users, Credit Card, and Add / Remove User'. This article covers the Users tab — your team directory and where you can set each person's permissions.
1. To access, sign in to your Smarter SMSF account.
2. From the 'App Switcher', select 'Admin Console', then from the left-hand menu, 'User Management V2'.
3. The screen opens on the default 'Users' tab.
Important: Access to User Management V2 is only available to the 'Main Account Holder' of the document subscription, and (optional) to the 'Nominated Administrator' if one is appointed by the Main Account Holder. All remaining team members are required to be provided with the designation of 'Default Team Member ' before being given individual permissions. You can't have two Main Account Holders selected. If you need a second person with the same day-to-day control, you can make them a 'Nominated Administrator'.
A few extra items worth noting before you start:
- Access is tiered. The Main Account Holder sits at the top, a Nominated Administrator sits one level down, and remaining users are team members with allocated permissions.
- Changes are saved per team member. Permissions are saved one person at a time using the Save Permissions button in their panel.
Viewing, applying and changing permissions
1. Click to select a team member and, under the 'PERMISSIONS' heading, click the 'View Permissions' button.
The panel expands to display all the User Permissions options.
2. Click 'Hide Permissions' to close.
The permissions
The Main Account Holder can select a Nominated Administrator, a second-level user/team member who can access all functions and act as a backup to the Main Account Holder. This can be useful for an administrator who reviews saved document orders created by team members who are not ready to submit document orders.
Left column
Tip: hover over the small ⓘ icon beside any permission to see this description on screen.
| Permission | What it means |
| Main Account Holder | The client who purchased the subscription and is the main contact for the subscription. Only one Account Holder can be selected. |
| Nominated Administrator | Either the Account Holder or a team member the Account Holder nominates. Sits one level down and can manage permissions across all team members. |
| Default Team Member | Applies the standard starting set of permissions. Add or remove individual permissions as required. |
| Credit Card Details | Only the Account Holder can record the corporate card details. The card covers ASIC fees on Company Incorporation document orders. |
| Credit Card Access | Lets the Account Holder or Nominated Administrator link team members to the corporate card record, so a Company Incorporation order can access it for the ASIC fee. |
| Create / Edit Cover page | The Main Account Holder or Nominated Administrator can create, edit or delete Cover pages. |
Right column
Tip: hover over the small ⓘ icon beside any permission to see this description on screen.| Permission | What it means |
| View Completed order | View all Completed Order records across every team member — not just their own. |
| Review/edit Saved order | Review a Saved Order document, comment on it, mark it Ready to complete, reassign it to another team member, or submit it for completion. Usually held by the Account Holder or Nominated Administrator. |
| Add team member | Add a team member to the subscription. |
| Remove team member | Remove a team member from the subscription. Completed Order documents must be reassigned first. |
| Transfer completed document records | Move completed document records from one user to another. |
| Disable Form Submission | Prevents this team member from submitting orders. Useful for staff who prepare drafts but shouldn't lodge them. |
Changing a team member's permissions
A Default Team Member can be linked to the Company Credit Card. When ordering a Company Incorporation document, no payment button for the ASIC charge will appear. The fee will automatically be charged to the Company Credit Card.
1. Select a team member.
2. Click the 'View Permissions' button.
3. The 'Default Team Member' permission is selected.
4. The 'Credit Card Access' permission can be selected.
5. Click the 'Save Permissions' button.
Preventing a team member from submitting document orders.
You can set the Permissions of a new or inexperienced team member so they are unable to submit a document order.
1. Select a team member and select the 'Disable Form Submission' permission.
2. Click the 'Save Permissions' button.
Editing a team member's details
The 'Edit' button lets you correct a team member's name or email address. (The same button also appears on the 'Add / Remove User' tab and works identically there.)
1. Select a team member to edit and click the 'Edit' button.
2. The Edit Team Member screen opens; you can update the First Name, Last Name or Email Address.
3. Click the 'Save' button or 'Cancel' to discard.
A note: only one person at a time can be selected. If you tick several team members, the window opens for the first person only. If you click the 'Edit' button without selecting anyone, a 'No User Selected — Please select a team member to edit.' message appears.
Add a team member's details
The 'Add Team Member' button allows you to add a team member's name and email address. (The same button also appears on the 'Add / Remove User' tab and works identically there.)
1. Click the 'Add Team Member' button.
2. The Add Team Member screen opens to add their details.
3. Click the 'Add Team Member' button or 'Cancel' to discard.
A confirmation advising an email has been issued to the new team member.
4. Click the 'Close' button.
The new team member has been added to the Team Member list. You can now click the 'View Permissions' button to add/select permissions.
You can get in contact with us:
- By telephone on 1300 95 94 76
- By email us at team@smartersmsf.com
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