User Roles

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From the Main Toolbar, go to Settings.

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Select User roles from the list.

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Differences between User Roles


From the User Roles screen, you can manage a user's SF360 experience at a global level. 

 

To customise a user role, select Edit. A set of options will display that need to be reviewed. These options will be listed based on the left-hand side menu order.

 

To turn a function ON or OFF, simply change the toggle. Once you’re ready, click Save to apply the change.

 

By default, SF360 will have eight default user roles (Admin Users will have full control). Before getting started, it is important to invite the appropriate users, grant and review the correct level of access for your firm.

 

Home Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
Quick Fund Setup

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error.png error.png check.png error.png error.png error.png From the Fund Selection Screen allow the user role access to the Quick Fund Setup Screen.
Delete funds error.png error.png error.png error.png error.png error.png error.png From the Fund Selection Screen allow the user role access to delete fund(s).
Log Support Call

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check.png error.png check.png error.png error.png error.png Allow user role the ability to log a support call with BGL.
 

 

             
Connect Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
Manage Data Feeds | Banks error.png error.png check.png check.png error.png error.png check.png From the Connect Menu turn on the Bank Feed Menu.
Manage Data Feeds | Share Packs error.png error.png check.png check.png error.png error.png error.png From the Connect Menu turn on the Share Pack Menu.
Manage Data Feeds | Wraps and Platforms error.png error.png check.png check.png error.png error.png error.png From the Connect Menu turn on the Wraps and Platforms Menu.
SuperStream Service error.png error.png error.png check.png error.png error.png error.png From the Connect Menu turn on the SuperStream Screen.
Lodgement error.png error.png error.png check.png error.png error.png error.png From the Connect Menu turn on the Lodgement Screen.
Connections error.png error.png error.png check.png error.png error.png error.png From the Connect Menu turn on the Connections Screen.
                 
Fund Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
View and Edit Fund Details

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error.png check.png check.png error.png error.png check.png From the Fund Menu allow access to the Fund Details Screen.
Fund Relationships

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error.png check.png check.png error.png error.png error.png From the Fund Menu allow access to the Fund Relationships Screen.
Fund Export error.png error.png check.png check.png error.png error.png error.png From the Fund Menu allow access to the Fund Export Screen
SelfWealth error.png error.png error.png check.png error.png error.png error.png If the fund has been registered with SelfWealth, allow access from the Fund Dashboard
                 
Members Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
Member List error.png error.png check.png check.png error.png error.png check.png From the Members Menu allow access to the Members List.

Member List - Read Only

(switched off by default)

error.png error.png error.png error.png error.png error.png error.png From the Members Menu allow view-only access to the Member List. No information can be added/edited/removed.
Member Transactions error.png error.png check.png check.png error.png error.png error.png From the Members List Screen allow access to the Members Transaction Button.
Member Contribution and Pension Dashboard

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error.png check.png check.png error.png error.png check.png From the Members Menu allow access to the Contribution and Pension Dashboard.
Fund Pension Policies error.png check.png check.png check.png error.png error.png error.png From the Members Menu allow access to the Fund Pension Policies screen.
                 
Accounting Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
Chart of Accounts error.png error.png check.png check.png error.png error.png error.png From the Accounting Menu allow access to the Chart of Accounts. This can be set at the fund or at a global level.
Transaction List error.png error.png check.png check.png error.png error.png error.png From the Accounting Menu allow access to the Transaction List Screen.
Transaction Matching error.png error.png check.png check.png error.png error.png error.png From the Accounting Menu allow access to the Transaction Matching Screen.
Transaction Recode error.png error.png check.png check.png error.png error.png error.png From the Accounting Menu allow access to the Transaction Recode Screen.
CGT Register error.png error.png check.png check.png error.png error.png error.png From the Accounting Menu allow access to the CGT Register Screen.
                 
Investment Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
View Investment Security List check.png error.png check.png check.png error.png error.png error.png From the Investment Menu allow access to the Investment Security List
Edit Investment Security List check.png error.png error.png check.png error.png error.png error.png From the Investment Security List allow the user to add or edit security prices.
Investment Dashboards check.png error.png check.png check.png error.png error.png check.png From the Investment Menu allow access to the Investment Dashboards.
View Projected Investment Strategy check.png error.png check.png check.png error.png error.png check.png From the Investment Menu allow access to the Investment Strategy Screen.
Edit Projected Investment Strategy check.png error.png check.png check.png error.png error.png error.png From the Investment Strategy Screen allow the user to save changes.
Corporate Actions error.png error.png check.png check.png error.png error.png error.png From the Investment Menu allow access to the Corporate Actions Screen.
                 
Compliance Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
Period Compliance error.png error.png check.png check.png error.png error.png error.png From the Compliance Menu allow access to the Period Compliance screen.
Tax Compliance | ATO Forms Data Entry error.png error.png check.png check.png error.png error.png error.png From the Compliance Menu allow access to the Tax Compliance screen.
Form Validation (Electronic Lodgement) error.png error.png check.png check.png error.png error.png error.png From the Tax Compliance screen allow the validation button to appear on screen.
                 
Reports Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
View Reports check.png check.png check.png check.png error.png error.png check.png From the Reports Menu allow access to the Report Screen.
Edit Report Packs error.png error.png check.png check.png error.png error.png error.png From the Reports Screen allow the users to delete a report pack, save pack changes & Save new report packs.
Edit Report Settings error.png error.png check.png check.png error.png error.png error.png From the Reports Screen allow the users to edit settings for reports in a report pack.
View Documents check.png check.png check.png check.png check.png check.png check.png From the Reports Menu allow access to the Documents Screen
View Document History and Upload Documents check.png error.png check.png check.png error.png error.png check.png From the documents Screen allow user to upload additional documents and view document History.
Delete Documents check.png error.png error.png check.png error.png error.png error.png From the documents Screen allow user to select and delete documents.
Tag Documents check.png error.png check.png check.png error.png error.png error.png From the documents Screen allow user to create Document Tags.
Intelligent Reports check.png check.png check.png check.png check.png check.png check.png From the Reports Menu allow access to the Live Reporting Screen.
BGL SmartSign for Documents check.png check.png error.png check.png check.png check.png check.png Allow user to SmartSign Documents.
                 
Settings Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
User List error.png error.png error.png check.png error.png error.png error.png From the Settings Menu allow access to the User List Screen.
Full Contacts List  error.png error.png check.png check.png error.png error.png error.png From the Settings Menu allow access to the firms Contacts Screen.
Badges check.png error.png check.png check.png error.png error.png error.png From the Settings Menu allow access to the Badges Screen.
Revaluation Order for Security Prices check.png error.png error.png check.png error.png error.png error.png From the Badges Screenallowthe user to set the revaluation order for Managed Funds, UnitTrustsand Share Prices.
Fund Labels error.png error.png check.png check.png error.png error.png error.png Manage Labels from the Fund Selection Screen.
Firm Profile error.png error.png error.png error.png error.png error.png error.png Allow user to access the Firm Profile.
Email Template error.png error.png check.png check.png error.png error.png error.png From the Settings Menu allow access to the Email Template Screen.
User Roles error.png error.png error.png check.png error.png error.png error.png From the Settings Menu allow access to the User Roles Screen.
Enhanced Privacy check.png check.png check.png error.png check.png check.png error.png Enhanced Privacy may be turned on to mask out Date of Birth, TFN, ABN and Mobile Number in the Contacts Screen.
Notification error.png error.png error.png check.png error.png error.png error.png From the Settings Menu allow access to the Notification Screen.
Lodging Party error.png error.png error.png check.png error.png error.png error.png From the Settings Menu allow access to the Lodging Party Screen.
White Label Advisor Auditor BGL Support Employee Other Temporary Signatory Trustee Function
SF360 Footer check.png check.png check.png check.png check.png check.png check.png This section allows menu items and screens to be hidden from certain users. For example, if you need to give access to an auditor to your funds, you can hide any of these items from that user. By default, all items will be displayed.
Help Menu check.png check.png check.png check.png check.png check.png check.png
Feedback check.png check.png check.png check.png check.png check.png check.png
Welcome Page check.png check.png check.png check.png check.png check.png check.png
New Features Splash Page check.png check.png check.png check.png check.png check.png check.png

 

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