User Management - Credit Card tab
The Credit Card tab and purpose
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 Credit Card tab, where you record the corporate credit card used to pay ASIC fees on Company Incorporation document orders. You can link additional team members to the corporate credit card, and upon submission of the Company document order, the corporate card will be automatically debited. No need to enter the corporate credit card details each time of company document orders.
It is not used for your Smarter SMSF subscription billing. Contact support@smartersmsf.com for related assistance.
Who manages the credit card details?
Only the Main Account Holder and the Nominated Administrator have access to the Credit Card details tab. They both can record or replace the card details. They are also the only two people who can link team members (usually the Default Team Members) to the Credit Card details.
Access to Credit Card tab
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. Select the 'Credit Card' tab.
User Permissions to apply Credit Card Access
To apply User Permissions and link Credit Card details to a Default Team Member, navigate to the 'Users' tab.
4. Select a Default Team Member and click the View Permissions button.
5. Select Credit Card Access.
6. Click the 'Save Permissions' button.
Recording Credit Card details
7. Click the Credit Card tab to open. The heading 'PAYMENT METHOD ' is displayed. The default radio button is set to Credit Card (Visa, Mastercard and American Express are accepted).
8. Enter card details for 'Card Firstname', 'Card Lastname', 'Card Number', 'Card Expiry (MM/YY)' and 'Card CVN'.
9. Click the 'Add payment method' button.
Confirmation of 'Card Saved' details will appear.
Saved cards appear on the right under Credit Card Details, listed by CARD NUMBER and EXPIRES. Until a card is added, this panel reads “No saved cards found.”
Who can be linked to the Credit Card?
Under 'TEAM MEMBERS LINKED TO THIS CARD', tick the team members who should be able to draw on the card when they order Company Incorporation documents, then click the 'Update' button.
The team members appearing in the list were generated from those team members who have the 'Credit Card Access' User Permission selected.
Note: Only the Main Account Holder or Nominated Administrator can record the card details. The Account Holder or a Nominated Administrator links team members to it. This team member list is drawn from everyone already on the subscription.
Does this Credit Card link to my Smarter SMSF subscription premium payments?
No — this card is only for ASIC fees on Company Incorporation orders.