Creating an account Word 40KB - Personal Property Securities by liuzedongsd

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									PPS Register tutorial - Creating an account

Learning objectives

This tutorial provides instructions on how to create an account customer within the Personal
Property Securities Register (PPSR).

After completing this tutorial you should understand:

       the purpose of the PPSR account customer functionality, and
       how to successfully create an account.
    
Introduction

Any user who expects to use the register on a regular basis should consider whether to apply to
be an account customer. An account customer can be an individual person or an organisation
with a number of staff members using the PPSR.

In effect, an account customer is ‘known’ to the register and account customer users will
authenticate (login with their user name and password) to carry out PPSR transactions.

Simulation - Create an account

From the PPSR home page, click the Create an Account button from the user log in panel. You
can also access the same page by moving your mouse over the Account customers tab and
click on Create account customer.

This will display some useful information for potential account customers.

Click the Start button.

To create an account you will need to accept the Account Customer Terms and Conditions.
These can be viewed by selecting the Account Customer Terms and Conditions link.

To accept, select the checkbox below the statement. You will be unable to create an account
unless you accept the Terms and Conditions.

Entity details fields will appear. The account customer name and mailing address details should
be entered into these fields. These fields are mandatory and must be entered in order to continue.

At this point, you need to select either Yes or No.

If you select Yes, you will need to provide detail on the ABN, ACN, ARBN or ARSN.

If you select No, you will skip a step and be taken to the single user or multi user account section.

For this example, we will select Yes.

Select the type of identifier from the list and enter the relevant number into the field provided. For
this example, we will select ACN. Enter your ACN.

The register will ask you to select the type of account you wish to create.

Single user accounts have only one user. You will not be able to create other users within this
account. Multi user accounts can have more than one user.

For this example, we will select Multi.
Contact details fields will appear. Details of the account contact should be entered into these
fields.

Click the Next button to continue.

A key contact is needed for a new account. The User details page is where this information is
entered.

The register will ask you whether the key contact also needs to be a user. For this example, we
will select Yes.

Additional fields will appear.

The User Reference is your way of identifying the key contact such as their position in the
organisation. You will need to decide whether you wish for the key contact to also be an account
administrator. For this example, we will select Yes.

Click the Next button to continue.

Account preferences

You will be asked to setup preferences for your account.

Firstly, you need to define your Maximum number of search transactions per day and
Maximum number of registration transactions per day. This can help you monitor usage of
the PPSR by your users.

The next two fields relate to password expiry. Any value entered by the user cannot exceed the
default value.

For this example, we will use the default value for these fields.

The Mode of password notification field defines how users of the account will receive their
password. We will use the default value Display on screen.

You need to decide on a payment preference for future payments made using this account.

Pre-pay allows you to pay an amount to your account in advance of transacting. When you
transact, any charges will be deducted from the balance of your prepaid account.

Pay as you go will prompt you for your credit card details whenever making a payment within the
register. If you select Pay as you go, you must complete the account creation process before you
can link a credit card to your account.

For this example, we will select the Pay as you go option.

You also have the option to receive regular financial statements or tax invoices from the register.
A Tax Invoice or a Tax Invoice/Receipt will also be available on the summary page of each
transaction.

If you select either Monthly or Every transaction you can also define an email address where
you want these documents to be sent.

For this example, we will select Never.

Click the Next button to continue.

Review

The register will now display all the details you have entered for you to review. You have the
option to make any changes (using the relevant Edit button) or to proceed with the account
creation. Once you are happy that all of the details are correct, click the Create account
customer button.

Leaving the website before account creation is complete will result in all data being lost.

On creation of a new account customer, confirmation details will be displayed.

Confirmation

Depending on the mode of password notification chosen, the user name and password details will
either be displayed on this page or sent to the email address you have specified for the user.

Summary

This tutorial should have helped you to understand:

    the purpose of the PPSR account customer functionality, and
       how to successfully create an account.
   
Additional information about the Personal Property Securities Register can be found on the PPSR
website.

You have completed this tutorial.

								
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