Creating Staff in SMSF Sorted Basic

Creating Staff in SMSF Sorted Basic

Introduction

To get going with the processing of SMSF fund, it is import to provide access to the required staff of your firm. Here's all you need to know about creating staff in SMSF Sorted Basic portal. 

Roles and Permissions

There are three roles and permissions available in SMSF Sorted Basic as follows: 

Business Admin

  1. They have access to perform all actions within the portal including Admin Activities, Manage Client, Manage all Jobs, Manage Assigned Jobs, Process Jobs & Review Jobs.
  2. They can also update Company Details, Business Admin and upgrade to Sorted Pro.

Super User

  1. They have access to perform all actions within the portal including Admin Activities, Manage Client, Manage all Jobs, Manage Assigned Jobs, Process Jobs & Review Jobs.

Manager

  1. They have access to Manage Client, Manage all Jobs, Manage Assigned Jobs, Process Jobs & Review Jobs but none of the Admin Activities.

How to Create New Staff

Step 1: Login to your SMSF Sorted portal and click on Admin > Staff > Create New Staff.

admin-staff

Step 2: Enter details as prompted. Once everything is filled out, click on Create New Staff button.

create-new-staff

Step 3: An Email will be sent to the registered email id with the login credentials and you will receive a confirmation toast message.

staff-created-successfully

Step 4: The registered staff can now click on Login within the email and use the given link & credentials to login to SMSF Sorted. 

credentials-and-login-link-email

Notes
Note:
  1. The credentials can be updated later on.
  2. Only Business Admin & Super User have access to Create Staff.

How to Edit Staff

Step 1: Login to your SMSF Sorted portal and click on Admin > Staff.

admin-staff

Step 2: Now click on the three dot icon under the Action column and select Edit.

action-edit

Step 3: You can now edit the staff details other than Email Address which remains constant.
Step 4: Once done, click on Update Staff. The details will be now updated.

add details-update-staff

Step 5: The details will be updated and you'll receive a confirmation toast message at the bottom of your screen.

staff-updated-successfully

Inactivating Staff

Step 1: Login to your SMSF Sorted portal and click on Admin > Staff.



Step 2: Now click on the three dot icon under the Action column and select Inactive.

action-inactive

Step 3: Click on Deactivate on the appearing pop-up to confirm the action.

deactivate-confirmation

Step 4: The Staff Status will now change to Inactive.

staff-status-inactive

Step 5: You can use the same process to Reactivate the Staff as required.

reactivate-staff

Now, you can create, edit and deactivate staff as and when required.
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.