Accounts

A user may be associated with one or more accounts in the portal:

  • There is no limit to the number accounts a user can be a member of;
  • A user can be a member of any type of account, e.g., user 1 can be a member of all three account types Customer, Regulator and Partner;
  • A user can have different permissions in each account, e.g., Administrator, General, Read Only, etc.;
  • A user can have alternate contact details for each account.

There are two ways of creating an account in the portal:

  • Companies that have an ABN - these accounts pull information from the Australian Business Register, only Customer accounts can be created by non Regulator users, all other account types must be created by a Regulator user
  • Customers that have no ABN - these accounts are designed for those customers who do not have an ABN, only Regulator users can create an account without an ABN; customers can complete an offline form when they wish to register a non-ABN account

User Permissions

Each account type has a variation of different permission levels for users, each role allows a user to perform a particular set of functions within the associated account. 

The table below outlines the permission levels available for each account type and the point of difference that role has over the immediate role below it, to view the full list of functions available to a role refer to appendix #.

Regulator Account

Permission levelRole Description
System AdministratorReserved for IT users who will perform system configurations and routine maintenance of the portal.
Administrator FinancialReserved for finance personnel only, allows the user to perform price updates for products, perform refunds and export payment records.
AdministratorThis should be used by managers of business units or those who will be responsible for inviting new users and updating permission levels. Specifically this role allows users to invite new members to the account, update user permissions, deactivate users, deactivate accounts, perform account configurations (workgroups, flags and default tabs), create non-ABN accounts and exempt accounts from payments.
User (supervisor) As the name suggests this should be for supervisors, there is no difference between the role below and this one however for reporting purposes the role should be given to Supervisors.
User (payments) Users performing case assessment and management duties should be using this permission level. The role allows users to make updates to cases, issue consents, submit tasks, personalise tabs, impersonate Road Managers and Customers, create permit containers and issue permit notifications.
User (general)Currently there is no difference between this role and the role above it.
User (read only) This role is purely reserved for those users who will not be performing any actions within the portal other than reviewing cases and reports.

Partner Account

Permission levelRole Description
AdministratorThis should be the user who will be responsible for inviting new users and updating permission levels. Specifically this role allows users to invite new members to the account, update user permissions, deactivate users, deactivate accounts, perform account configurations (workgroups, flags and default tabs). Partner accounts should be encourage to have at least 2 administrator users.
User (supervisor) In terms of the difference between this user permission and the one below is that this role allows users to submit consent decisions (i.e., Approve or refuse a consent request).
User (general) This roles allows users to perform all case work functionality except submitting decisions. They may create a decision and save it as a draft but the system will never allow the user to submit a decision. This clear distinction between this role and the Supervisor role allows some Road Managers to continue their approval process prior to submitting any consent decisions.
User (read only) This role is purely reserved for those users who will not be performing any actions within the portal other than reviewing cases and reports.

Customer Account

Permission levelRole Description
AdministratorThis should be the user who will be responsible for inviting new users and updating permission levels. Specifically this role allows users to invite new members to the account, update user permissions, deactivate users, deactivate accounts, perform account configurations (workgroups, flags and default tabs). Customer accounts should be encourage to have at least 2 administrator users.
User (payments)In terms of the difference between this user permission and the one below is that this role allows users to submit permit applications.
User (general) This role allows users to create, update , save and delete permit application and vehicle configurations. Users of this role also have the ability to view reports and the permit library. Correspondence can also be done with this role.
User (read only) This role is purely reserved for those users who will not be performing any actions within the portal other than reviewing cases and reports.