Add new users and manage user permissions on SETS

Find out how to add new users, change their details and manage user permissions on SETS.


Adding new users

Only the Account Administrator or the Account Security Administration can add new users in SETS.

To add a new user, follow these steps:

  1. Log into SETS and click on the 'Account details' link.
  2. Click the 'Create or update users' link. 

    Note: If you cannot see this link, you don’t have account administrator functionality. In this case, contact the person in your organisation responsible for administering user accounts on SETS.
  3. You will be asked to supply the following details for the new user: 

    - Email address 

    - Username 

    - Password

    You will also need to assign permissions to the new user, this determines what they can do in SETS.
  4. Once you have added the new user, inform them their username and password.
  5. When the new user logs in for the first time they will be asked to change their password, login again (using their new password), and read/accept the 'Terms and Conditions'.

Change user details

Only the account administrator can change user details and permissions. The following user details can be changed in the system:

  • Name
  • Email address 
  • Password

All users can change their passwords – you should do this immediately if you suspect your account has been compromised.

To change user details, follow these steps:

  1. Log into SETS and click on the 'Account details' link
  2. Click the 'Create or update users' link
  3. Find the user whose details you want to change in the list and click ‘edit row’. You can search for a user by entering all or part of their name and clicking 'Find'
  4. Make changes to the user’s details as necessary

Assign or change user permission

What users can do in the SETS portal is determined by what permissions they have been given. Permissions are assigned to new users, or changed/amended for existing users by either the Account Administrator or Account Security Administrator.

To assign or change user permissions, follow these steps:

  1. Log into SETS and click on the 'Account details' link
  2. Click the 'Create or update users' link
  3. Find the user whose permissions you want to assign or change in the list and click 'Edit row'. You can search for a user by entering all or part of their name and clicking 'Find'.
  4. Assign or change user permissions by ticking or unticking from the 'User roles' list, as required

Details of the various permissions available to users:  

Permissions Activity
Create draft returns Allows a user to create a draft return
Update draft returns Allows a user to update a draft return
Submit returns Allows a user to submit a return
Portal return amendment user Allows a user to amend a return up to 12 months after the filing date
Portal messenger user Allows a user to create and send secure messages
Portal claim user Allows a user to make a claim against a filed return more than 12 months after the filing date
Portal dashboard viewer* Allows the user to view the dashboard

*this user role must be enabled for the user to be able to access the system

 

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