The Maintain Users screen will only be visible if you are a designated Access Controller. As this role gives a higher level of access, an initial request must be sent through to support@class.com.au by either a senior employee or the business owner in order for a user to be set up as such.

When an Access Controller sets up a user via the Maintain Users screen, they are able to select from the following Relationships:

1. Fund Administrator
2. Feeds Administrator
3. Fund Adviser
4. Fund Auditor
5. Fund Tax Agent

We recommend that any user requiring read and write permission is given the relationship of Fund Administrator. (do we need to explain what an access controller is here? It would be useful to provide a concise explanation of that role).

Fund Administrator

This relationship type has full read and write permission to the entire business by default. The only difference between Fund Administrator and Access Controller is that a fund administrator does not have access to the Maintain Users menu and therefore they cannot invite other users or revoke any current user access.

Feeds Administrator

This relationship type has full read and write permission to the entire business by default. However, Feeds Administrator is unable to invite SMSF members, trust beneficiaries and investors to access Client View. Feeds Administrator also does not have access to the Maintain Users menu to invite other users or revoke any current user access.

Fund Adviser

This relationship gives the user access to Client View only.  They would have access on Client View to any entity on that business by default. They will not be able to login to your Class business with this role.

Fund Auditor

This relationship type has full read-only permission to the entire business by default.  An auditor cannot make any changes or amendments to any data in the business.  

Fund Tax Agent

This relationship type has full read and write permission to the entire business by default. The only difference between Fund Tax Agent and Access Controller is that a fund tax agent does not have access to the Maintain Users menu and therefore they cannot invite other users or revoke any current user access. This role is usually assigned to the tax agent person of your organisation/firm.

Restrictions in the Business, Brand & Fund Hierarchy

By default, a user is given access to an entire business including all entities on that business. It is possible to restrict a user to a Brand or even specific entities however this must be done upon the initial invitation to use Class. For more information see Restricting a User's Permission.

Restricting a user essentially means that access to all Business Level functionality is lost. They will not be able to use any business level functions or consoles such as Tax Agent Administration (to lodge or amend annual returns), TBAR Console (to lodge or amend files), Securities Register (will not be able to add any new securities) as well as not being able to create report packages to name only a few.

What functionality does an Administrator have access to if restricted to a Brand or Fund(s)?

The following table illustrates a comparison between Brand and Fund level access for a user with a Fund/Feeds Administrator or Tax Agent role.

Please note that Administrators with Business Level access have read and write permissions to every menu item listed in the table below: