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  • Agent home page

    The agent home page is the first screen displayed when you log in. This screen displays information relevant to your login.

    You can customise the agent home page to add key features and quick links to the functions that best suit you.

    See the following image and description for functions on the Agent home page.

    Image of the agent home page with numbers next to each section of the homepage as described after this image.

    1. Account – log in
    2. Search – View client list and Advanced search
    3. Home
    4. Practice menu options
    5. Notifications
    6. Features
    7. Quick links
    8. Customise the home page

    Account – log in

    If your practice has more than one Registered agent number (RAN), you can use the Account drop-down menu to switch from one RAN to another. You will only see the RANs that you have permissions for in Access Manager.

    Up to five RANs display at any time. If more are available, select View more then at RAN select choose the relevant RAN.

    The RAN you have logged in with will be displayed in bold.

    Select a client

    To select a client you can use the To do a quick search field on the agent home page or the Advanced search link. If you have customised your home page to include the Favourite clients or Client list quick links, use these options to select a client.

    Notifications

    The notification section on the home page is used by us to alert you to Actions required or Information.

    Notifications are displayed for each AUSkey holder and will appear for:

    • all agents when the message affects everyone, such as planned system maintenance
    • specific groups when the message is only relevant to agents who may perform a particular role, for example if you have clients who have not lodged their 2014 income tax returns.

    There are a maximum of six notifications displayed at any one time. To view a notification, select the drop-down menu to view all notifications.

    You can dismiss Information notifications at any time by selecting X.

    However you can't dismiss an Action required notification until you have actioned it. Select Action now and you will be taken to the relevant function to complete the action.

    Note: Only your notifications will be dismissed. They will still be viewable to others in your practice with the same notification.

    Customise the home page

    You can choose what information you see on the home page. Customising your home page lets you quickly access the functions most relevant to you.

    To change the features or quick links:

    • select the Customise home page button at the bottom of the home page
    • select or deselect the Features and Quick links check box to choose what you want displayed. You can select three Features and eight Quick links  
      • There are only three features currently available to choose from, Practice mail, Favourite clients and Lodgment program status. You can add Favourite clients more than once. For BAS agents the Lodgment program status is not available
       
    • select Save.
      Last modified: 16 Sep 2019QC 54079