Team members are people or entities that affect your financial life. They can be your family or close friends, your accountant or financial planner, your lawyer or any other relevant professionals.
Adding a team member
Editing a team member
Removing a team member
To add a team member:
1. Navigate to 'Admin'>'Team' from the menu on the left of the portal.
2. In the Team area, click 'Add'
3. A slide-out window opens. Select the Team member type from the drop-down list:
Family for family members
Entities for companies, trust funds, self-managed super funds, etc.
Professionals for your accountant, lawyer, financial planner, etc.
Once selected, click 'Add'.
4. Depending on the Team member type, you have the ability to configure their access level to the portal.
a) If adding a family member, choose from the following access levels:
- Child, dependant or other (No Access)- suitable for recording family members for estate planning and insurance purposes only.
- Guest access (Limited access) - Allows you to control how much/how little of the portal the Team member can view and/or modify. This also includes the option to give the family member "Authorised User" permissions so they can complete digital forms on behalf of the client).
- Account access (Full access) - Full, equal control of the portal. Suitable for a spouse or partner.
b) If adding a professional
Enter their name, email address, their relationship to you and choose from the following access levels:
- None- suitable for recording the professional's details only
- Full (except "Authorised User") - Full access level excluding Authorised User permission
*NOTE: Authorised user permission allows the Team member to be assigned digital forms to complete on behalf of the client.
- Custom - This option allows you to control how much/little of the portal the guest can see. This includes the option to give them "Authorised User" access, so they can complete digital forms on behalf of the client. You can also use the 'Show advanced settings' for further access permissions. For more information see What Team permissions are granted in Show Advanced Settings.
c) If adding an entity
Enter the entity name and select the type from the dropdown list.
Choose whether or not you would like to request a workspace for this entity. For more information see 'Why create a client workspace for an entity'
NOTE: If requesting a workspace for the entity, nominate a connection and their relationship to the entity, add notes as nedded and click 'Save'. This will trigger a notification to your professional and they will review the request as necessary.
5. If the guest was given access to your portal, upon saving them, an invitation email is sent.
Saved team members can be viewed in the Team section of the portal.
To edit a team member:
1. Navigate to 'Admin'>'Team' from the menu on the left of the portal.
2. Locate the team member, click on their name and then click 'Edit'
3. You can now make changes to the Team member as necessary.
The 'Public details' section allows you to change the Alias, Relationship, Email, Telephone and Date of Birth. You can also upload an image of the team member.
The 'Permissions' section allows you to adjust the user's guest access permissions (if any) they have to your portal.
4. Once changes have been made, click 'Save'. The Team members details are updated and reflected in your portal.
1. Navigate to 'Admin'>'Team' from the menu on the left of the portal.
2. Locate the team member, click on their name and click 'Delete'.
3. A pop-up message will appear to confirm the deletion. Click 'Confirm'.
4. Once confirmed, the Team member is removed from your portal and all access to your portal (if any) is revoked.