Available only to main account holder with access from My User which will list all authorised users on your account, click on the name of the authorised user to arrive to selected User’s Profile.
Add User
Adding new users by clicking on button.
User’s Profile
The following are the service options available on the Authorised User’s Profile:
• Overview
• Lodged
• Saved/Draft
• Clients
• Jobs
• Action Tab
Deactivate
Set Password
Reset Password
User Permission
Archive
Create Job
i. Overview Overviewshows the Authorised user’s profile as per set up and their role and overall lodgment activity.
ii. Lodged Lodged shows all the lodged reports by this authorised user.
iii. Saved/Draft
It shows all the reports prepared and saved under their name but not lodged.
iv. Clients
It shows all the clients allocated to the authorised user.
v. Jobs Jobsshow the outstanding jobs and tasks allocated to the authorised users in working progress or upcoming.
vii. Action tab Action tabhas 6 function options:
Deactivate
Deactivate enables the account holder to remove the user’s license from the authorised user and deactivate their account.
Set Password
Set Password enables account holder to set the password for the authorised user
Reset Password
Reset Password command function enables the account holder to reset the password for their authorised user.
User Permission
User Permission enables the account holder to set the role and responsibility for the authorised user by allocating the subscribed user’s license to specific roles, client access and relevant ATO forms.
Select the User License type, Account Preferences, Forms and Clients.
Clients may be assigned for preparation access only, or both preparation and lodgment.
Select the Clients tab and then assign actions to relevant clients.
Archive
If the authorised user has made lodgments, account holder can only archive his profile to ensure record of lodgment is maintained as part of the compliance process. as if they have completed some lodgments , their file or record cannot be permanently removed from GovReports but will be listed under Archive Users for reference of their past lodgments and work log performed.
Create Job
Create Job is the service feature of GovReports Office Manager for the account holder to allocate a job directly to the authorised user.