User Management - The Users tab
The Users tab
User Management lets you control who in your team and are linked to your document subscription, can access various parts of the Smarter SMSF platform and what functions they can do.
It's made up of three tabs: Users, Credit Card and Add / Remove User. This article covers the Users tab — your team directory and where you set each person's permissions.
Three things worth knowing 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.
- Removing someone is not reversible. That's handled from the Add / Remove User tab, and completed document orders must be transferred first — see that article before you remove anyone.
Who can use this
User Management is available to the Main Account Holder of the document subscription, and (optional) to the Nominated Administrator they appoint. Other team members can be given individual permissions (for example, Add team member) without being made an administrator.
Getting to the Users tab
1. Sign in to your Smarter SMSF account.
2. Select User Management from the left-hand menu of the Admin Console.
3. The screen opens on the Users tab by default.
At the top of the page you'll see your Company name and your Bgl360 Firm shortcode — useful if you're setting up or troubleshooting the BGL integration.