What user roles are available in SMSF Sorted?

Overview

This article will outline the various roles available in SMSF Sorted

Roles

The table below sets out the roles and permissions available in SMSF Sorted

• Related Articles

• I have completed a job in SMSF Sorted, but don't have the Submit to Audit button available. The button is available to other users.

  Problem I have completed a job in SMSF Sorted, but don't have the Submit to Audit button available. The button is available to other users. Resolution Check the role assigned to the user for the job. If the user is assigned as Preparer only on the ...

• SMSF Sorted release 3.1

  Release Contents We are pleased to announce the release of our new data Sync feature which will help maintain data across both SMSF Sorted and Sorted Lite. Accountants and Administrators can now upload and bookmark documents in either Sorted Lite or ...

• Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator

  Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator SMSF Sorted Enterprise provides a platform to accountants where they can connect with Administrator Firms and review the Workpapers of outsourced jobs to Administrator ...

• SMSF Sorted Workpaper - Property & Rental Schedule

  SMSF Sorted Workpaper - Property & Rental Schedule This article will provide details on the functionality of SMSF Sorted's Property Workpaper A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the ...

• SMSF Sorted Workpapers

  Introduction With the release of SMSF Sorted 2.5, Cloudoffis has introduced workpapers to support the preparation of the Financial Statements. This article will outline how to access this feature, and what workpapers are available. What are the ...