Michaela Greene
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Articles
Recent activity by Michaela Greene-
External Firm Portal Guide (For SMSF Administrators)
Contents Introducing BrightWorkpapers How does BrightWorkpapers affect me as the Fund Administrator? How will BrightWorkpapers save me time? How and when do I access the BrightWorkpapers External...
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Commencing your first file using BrightWorkpapers (UK Only)
Overview Firm Set Up Review Firm Roles and Permissions Enter Staff and Assign Roles Enter Client Details Optional: Activating Integrations Optional: Manage/Customise Templates File Creation Cr...
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Commencing your first BrightWorkpapers file AU
Contents Overview Firm set up Review firm roles and permissions Enter staff and assign roles Enter client details SMSF only: Client list import and administrator set up File creation Create a n...
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Accessing Live Chat
From the Help Centre homepage, you will notice a support icon in the bottom right corner. Select this and enter your question into the text box: Our Chatbox will then try to answer your questions w...
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Changing your profile picture
To upload a profile picture to your account:1. Click on your name in the top right of BrightWorkpapers, and press the Edit profile button.2. On the right-hand side of your screen, under the profile...
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Changing your landing page
To update your Landing Page, simply: Click on your name in the top right of BrightWorkpapers, and press the Edit profile button. Click on the Landing Page dropdown menu; Select the default screen y...
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Changing your display name
You can change the way your name is displayed across BrightWorkpapers. To do this, you need to change a setting called Display Name. Should you wish to do this, follow the instructions below.1. Cli...
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Accessing your profile
You can locate your Profile from the top right section of the home screen. Click on your name and scroll down to Edit Profile. When entering your profile within BrightWorkpapers, there are se...
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Establishing or Resetting connection to Integrations
The integrations tab on your profile allows you to check your connections to our partner integrations and to establish or reset these connections where necessary. Select the "Edit Profile" button f...
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Security
Security of Client DataYour data is actually much safer in the cloud than on your computer. Your computer can be stolen or corrupted quite easily, but we have invested a great amount of time and mo...