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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