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PPSR user role descriptions

PPSR users have permissions to do different things such as searching, registering and running reports. To do this, they are assigned user groups that have specific permissions in them called roles. Whilst there are default groups, some account holders might want to create custom groups for their users.

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When creating users, there are different types of permissions the users can have to perform various tasks using the PPSR. Users can either have the default group permission settings or you can customise the user's settings to allow them to only be able to perform certain tasks.

Default group permissions

If you don't set up customised permissions for users, there are three default user group settings that are assigned to a user profile.

  • Casual user - if you're searching the PPSR without creating and using an account.
  • Default user - the default setting for any users created other than you (or the administrator) in your PPSR account.
  • Account administrator - the person who manages your PPSR account, usually the person who set up the account (if you're the only user on the account you will be the account administrator).

Customising your user permissions

If you use the PPSR a lot or have a lot of staff for who use the PPSR, you may want to consider customising the user permissions of users in your account. This way, you can allow users to only perform the PPSR tasks they need to based on their role. Examples include:

  • account users that are to create a registrations, but not able to complete them until someone else has reviewed them
  • account users able to create registrations but only a designated senior staff user able to discharge registrations.

Consider only assigning roles to users who have been trained to use the PPSR and have a specific reason for using them.

To manage a user's permissions, you can assign certain roles to a group (such as searching roles only) and then assign that group to a user. For more information about how to customise your account user's permissions, see Managing users.

PPSR user roles

The tables below show the various roles you can assign to custom user groups and which default user group they apply to by default.

These are broken down into the type of role function:

User and group settings

Role name

Role description

Casual user

Default user

Administrator

User - Manage my user details

Manage user details for the same user:

  • change password
  • save secret questions and answers
  • set default secured party group
  • view user history.

Must be given to all users with logins.

 

Y

Y

User - Reset own password using secret questions

Reset own password using secret questions and answers (done when the user is not logged in, from Forgot password link on login screen).

Y

 

 

User - Manage our users

Manage users for the account the user belongs to:

  • create users
  • amend users
  • remove users
  • unlock users
  • activate users
  • deactivate user
  • reset password for users
  • view and save secret questions and answers for users
  • assign default SPGs for users
  • view history of users.

 

 

Y

Group - Manage our account groups

Manage groups for the account the user belongs to.

 

 

Y

Account settings

Role name

Role description

Casual user

Default user

Administrator

Account - Create account

Create account with default settings for security interests.

Y

Y

Y

Account - Manage our account details

Manage account details for the account the user belongs to.

 

 

Y

Account - Make payment

Allows a default user to make a payment for a transaction.

 

Y

Y

Payment - Make Bpoint Payment

Authenticate, make and verify a credit card payment using Bpoint website.

Y

 

 

Account - View our financial transactions

Run the transaction enquiry query.

 

 

Y

Account - Manage our account financials

Manage financial details for the account the user belongs to, including:

  • payment method (PAYG, Prepay)
  • financial information
  • view account balance
  • credit limit and
  • discount.

 

 

Y

Account - use our account Grantor favourites

Use the account favourite grantors.

 

Y

Y

Account - Manage our account Grantor favourites

Manage grantor favourites for the account the user belongs to.

 

 

Y

Account - View our B2G account details

View B2G account details:

  • unlock user account
  • reset user password
  • view user history and
  • retrieve B2G account customer location for the account the user belongs to.

Should only be assigned to users if the account has B2G access.

 

 

Y

Alerts - Manage alert notifications

Manage alert notifications:

  • create alert
  • retrieve alert
  • display alert list
  • amend alert
  • cancel alert

Y

Y

Y

Secured party group (SPG)

Role name

Role description

Casual user

Default user

Administrator

SPG - Create and manage SPG

Create and manage a secured party group:

  • update secured party group details
  • change access code.

 

 

Y

SPG - Manage our account SPG favourites

Manage secured party group favourites for the account the user belongs to.

 

 

Y

SPG - Use SPG workbench

Use the SPG workbench to:

  • access registrations for the secured party group
  • reissue verification statement for a change of address for service (users may also need additional registration permissions to perform this).

 

Y

Y

SPG - Use account favourites

Use the account favourite secured party groups.

Must be given to all account users.

 

Y

Y

SPG - Reset SPG access code

Reset the access code for a secured party group.

 

 

Y

Searching

Role name

Role description

Casual user

Default user

Administrator

Search - Quick motor vehicle search

Perform a quick for motor vehicle search.

Y

 

 

Search- Refresh motor vehicle search

Allows users to be informed if their search result has changed and complete a redo search.

 

Y

Y

Search - Search by serial number

  • Search by all serial number types
  • request search certificate and
  • download search results in PDF ,XML or CSV format.

Y

Y

Y

Search - Search by individual grantor

  • Search by individual grantor
  • request search certificate
  • search by date range and
  • download search results in PDF, XML or CSV format.

Y

Y

Y

Search - Search by organisation grantor

  • Search by organisation grantor
  • request search certificate
  • search by date range and
  • download search results in PDF , XML or CSV format.

Y

Y

Y

Search - Search by grantor event date range

Search by individual or organisation grantor using the date range search option.

If assigned to a user, must be assigned in conjunction with search by individual or organisation grantor.

 

 

Y

Search - Search by registration number and ordinal

  • Search by registration number and ordinal search,
  • request search certificate and
  • download search results in PDF, XML or CSV format.

Y

Y

Y

Search - Point in time search

Search for registrations at a previous point in time by:

  • serial number
  • individual or
  • organisation grantor.

 

 

Y

Search - Manage previous search results

  • Retrieve expired search results and
  • reissue expired search certificates.

Y

 

Y

Registrations

Creating registrations and managing pending registrations

Role name

Role description

Casual user

Default user

Administrator

Registration - Create a registration

Create a registration on the PPSR.

This is different from creating a pending application which cannot be saved as a finalised registration on the PPSR.

 

Y

Y

Registration - Manage attachments

Remove attachments to a registration.

 

Y

Y

Pending - Manage my pending applications

Save and retrieve a pending application saved by the same user.

Must be given to the user if they have any other pending registration roles also assigned.

 

Y

Y

Pending - Assign pending applications

Assign pending applications to another user from my account, who can retrieve pending applications.

 

Y

Y

Pending - List my pending applications

List pending applications assigned to the user.

 

Y

Y

Pending - Manage our pending applications

Retrieve all pending applications for the account the user belongs to.

 

 

Y

Maintain existing registrations

Role name

Role description

Casual user

Default user

Administrator

Registration - Amend a registration

Amend a registration and reset a registration token using the registration token or secured party group number and access code.

 

Y

Y

Registration - Reissue a verification statement

Reissue a verification statement using the registration token or secured party group number and access code.

 

Y

Y

Registration - Transfer a single registration

Transfer a single registration.

 

Y

Y

Registration - Transfer multiple registrations

Transfer multiple registration for a secured party group.

 

 

Y

Registration - Transfer all registrations

Transfer all registrations for a secured party group.

 

 

Y

Registration - Discharge a registration

End (or discharge) a registration. Results in an expired registration.

 

Y

Y

 

Registration templates

Role name

Role description

Casual user

Default user

Administrator

Templates - create registrations from templates

Allows users to create a registration using a template. The user will also require Registration- Create a registration permission.

 

Y

Y

Templates - manage our templates

Allows users to create and manage registration templates.

 

 

Y

Running reports

Role name

Role description

Casual user

Default user

Administrator

Report - Manage my reports

Retrieve, cancel and delete reports requested by the same user.

 

 

Y

Report - Manage our reports

Retrieve, cancel and delete reports requested by all users in the account.

 

 

Y

Report - Run Account registration report for our account

Run the Account registration activity report for the account.

 

 

Y

Report - Run Current registrations for SPG report

Run the Current registrations for SPG report for the account.

 

 

Y

Report - Run Registrations with tokens report

Run the Registrations with tokens for an SPG report for the account.

 

 

Y

Report - Run Pending applications report for our account

Run the Pending applications report for the account.

 

 

Y

Report - Run Pending applications report for our account

Run the Pending applications report for the account.

 

 

Y

Report - Run Search activity report for our account

Run the Search activity report for the account.

 

 

Y

Report - Run SPG registration activity report

Run the Secured party group activity report.

 

 

Y

Report - Run Transaction reconciliation report for our account

Run the Transaction reconciliation report for the account.

 

 

Y

Report - Run User management report for our account

Run the User management report for the account.

 

 

Y

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