On this page:
General users and organisation administrators will have access to view all applications, correspondence and invoices for an organisation.
Inviting members
Within the Organisation profile page, click ‘Invite New Members’. Read and accept the terms and conditions.
Within the Specify email addresses section, click ‘Add member’. This will display the Add member pop-up screen. From here, enter the email address of the invitee and click ‘Submit’. You will return to the Invite new member’s page. You can use the Options menu to make any adjustments to the email address.
Hint: You can repeat this step to invite multiple users at once.
Once you have finished adding new members. A confirmation message will appear, confirming that the users have been sent email invitations to associate with the organisation as members.
Removing members
Agents will have access to the applications and respective correspondence linked to their invitations. To provide an agent access to additional applications, a subsequent invitation must be sent.
Inviting agents
Before inviting an Agent, you will need to have created a draft lodgement within the HPP. From the Organisation profile page, click ‘Invite Agents’ above the Agents list. This will display the Invite Agent page. Enter the email address of the user you would like to invite, then click ‘Save and next’. This will display the Select submissions page. Click ‘Select submission’. This will display the Select pop-up screen. Click the Search icon and select a submission from the list. Click ‘Select’. You can repeat this step to allocate multiple submissions to an Agent.
From the pop-up screen, click ‘Save’. This will take you back to the Select submissions page. Note that the Submission reference is now displayed. Within the Invite Agent page, read and accept the terms and conditions, then click ‘Submit’. The Agent will be notified via email and granted access to the submission(s).
Removing agents
To remove an Agent, within the Agents list on the Organisation profile page, click the drop-down arrow next to the Agent against the lodgement you want to remove their access to and select ‘Remove’. This will display a Remove agent pop-up screen.
Hint: Ensure you select the correct agent and reference combination as an Agent may be assigned to more than one submission.
Within the Remove agent pop-up screen, click ‘Continue’. This member will no longer appear in the Agents list for that submission.
Within the Members list of the Organisation profile page, click the drop-down arrow next to the member you wish to update, then click ‘Update member permission’. This will display the Edit pop-up screen.
From the Edit pop-up screen, you can:
Update member permissions
Assign or remove Authorised Representative (PBS) status
Click the Permission drop-down menu and select either Organisation Administrator or Organisation General User. Under the Authorised Representative (PBS) status, select No or Yes depending on whether the user is an Authorised Representative for PBS purposes, taking note of the obligations. Once all changes have been made, click ‘Save changes’.
An Authorised Representative (for PBS purposes) must have a contact number entered in their Personal profile. A personal email address for an Authorised Representative will not be accepted by the Department. Please ensure the email address includes a company domain in it.