Michaela Greene
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Articles
Recent activity by Michaela Greene-
Activating, Suspending and Deleting External Firm Users
The practitioner can control which External Users have access to the External Firm Portal. Once an External Firm User has been created the practitioner can:Suspend the user login accountActivate a ...
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Changing External firms for External firm users
To add or remove an External firm user follow the simple instructions below:Go to the User Access Module; Ensure you are on the External firm users tab;When in the External firm users tab the Exte...
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Creating External Firm Users
To create an External firm user follow the simple instructions below; Creating a user from the External Firms module Creating a user from the User Access module Creating a user from the External Fi...
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Creating a new External Firm
To create a new External Firm in BrightWorkpapers, simply: Ensure you are on the Dashboard; click on the My Files menu and select External Firms; Click on the Add New External Firm button; Fill ...
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Managing External Firm Users
The practitioner can control which External Users have access to the External Firm Portal. Once an External Firm User has been created the practitioner can:Suspend the user login accountActivate a ...
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Audits Completed - No Actions
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Audits Completed - Management Actions
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Audits Completed - ACR's
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Import From BrightWorkpapers
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.From here, you will need to click the SMSF Clients butt...
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Audits In Progress - Recent Action's
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...