Activating SMSF Sorted Lite

Introduction

The first step to get started with the Sorted Lite is to activate the Sorted Lite in Class Super. The activation can be done by following the given steps.

How to Activate Sorted Lite

Step 1: Once you have logged in to the Class Super, select the Business for which you want to activate sorted Lite.

Step 2: Click on Settings > Integration.

Step 3: Search for Cloudoffis and click on the Activate button.

Step 4: Click on Allow Access to allow Cloudoffis to access Class Super data.

Step 5: Select the Terms & Conditions checkbox and click on the Activate button.

Step 6: A confirmatory message is received as soon as the activation is completed. An email is also received by the user who has activated Sorted Lite in Class.

Note: Click on the Back to Class button to go back to Class.
The Sorted Lite can be accessed by clicking on the Cloudoffis icon available on the Grid icon on Class. This icon takes the user to the Audit Console page. Click here to learn about the Audit Console page in detail.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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