|ABN,ACN or WPN||Australian Business Number of the contributor (employer) issued by the ATO. The ABN is used to identify a contributor.|
|Business Name (as registered with ASIC)||The business name as registered with ASIC|
|Company Name||The Company name or trading name|
|Time Zone||Time zone - displayed on the Dashboard.|
For an organisation to be activated - the Company Details needs to be System-verified. For company details to be verified the following must occur: the BSB/Account Number on the Branches tab needs to be verified and the Office Holders details on the Contacts tab need to be verified.Types Unverified /SystemVerified
|Apply SuperStream Validation Rules||Not applicable. Field used to facilitate identifying USI compliant funds for SuperStream/|
|Enable Duplicate Value Upload Warning|
The Duplicate Value Upload Warning detects if a upload with the same value is uploaded within a 24 hour period then a reconciliation warning will appear for the user to manually accept or reject the upload.
If the user selects the File Upload Duplication setting then if a file is upload within a 24 hour period with the same dollar amount then instead of the file proceeding to Success, a error dialog should appear advising the user that a duplicate has been detected.
|Address Line 1|
The first line of the employers postal address.
|Address Line 2||The second line of the employers postal address.|
|Suburb||The suburb of the employers postal address.|
|State||The state of the employers postal address.|
|Postcode||The postcode of the employers postal address.|
|Country||The country of the employers postal address.|
|Type||User Aging (days)||From Status||To Status||Regualtions/ATO(days)||Message Send Time|
|Contribution||3||Active||Done||3||End of Day|
|Registration||2||Active||Done||3||End of Day|
|Cont + Reg||3||Active||Done||3||End of Day|
|Registration Outcome||3||Active||Done||3||Not Applicable|
|Contribution Error||3||Active||Done||3||Not Applicable|
A default fund is the fund you pay your employee's super guarantee contributions into if they don't choose a fund. It must offer a MySuper option and a minimum level of life insurance. Larger companies often have more than one default fund.
When you enter into an employer-default fund relationship the fund may allocate you an account number or contributor id which you should record in ClickSuper.
ClickSuper will automatically notify default fund(s) of any changes to member information (e.g. member address) and for new members will send a registration message with the first contribution.
To be able to Invite Users to your organisation you must have access to the Users tab (2) on your organisation screen (1).
The System Administrator for your organisation will automatically have access to the Users tab.
You have the ability to grant permissions at the Role and Access Permissions.
If you do not have access to the Users tab then please contact email@example.com and supply your ABN/Organisation and your Username and email address for the Support staff to grant you access.
Create a New User
On the Manage Organisation select the Users tab (1)
The users tab will display all users already granted access to your organisation.
To create a new user select Create New User button.
This will bring up the User Details dialog.
Enter the users First Name, Last Name and Email Address (1) then select the arrow button (2) to go to the next step.
On the Access Permission screen select the Role (1) and Access Permission (2) from the drop down menus for the new user. Then click on the tick icon(3) to set up the new user.
Role Permissions relate to which function/menu item you want your user to have access to:
|Admin||Access to all role functions except for 'Manager - Users'|
|Contribution Download||Access to download contribution data (Super Funds Only)|
|Contribution Manager||Access to Contributions menu|
|Contribution Payments||Access to Payments menu|
|Contribution Uploader||Access to Uploads menu|
|Manage - Address||Access to Organisations > Address menu|
|Manage - Branches||Access to Organisations > Branches menu|
|Manage - Company Details||Access to Organisations > Company Details menu|
|Manage - Contacts||Access to Organisations > Contacts menu|
|Manager - Default Funds||Access to Organisations > Default Funds menu|
|Manage - Payment Options||Access to Organisations > Payment Options menu|
|Payees||Access to My Payee menu|
|Search||Access to Search menu|
Access Permissions relate for each role you can grant the user either Read Only access or Read/Write Access.
If you grant a user Read Only access then the user can only view the data.
The user will appear on the grid and a User Activation email will be sent to the user to activate their account.
Select the user and select Edit.
The User Details tab will advise if the user has confirmed registration and allows you the ability to resend the User Activation email.
Select the Permission tab (1) to add or delete Permission roles for the user. Click Update (4) to save the changes.