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Setting up your PPSR account favourites

If you (or your users) use the PPSR regularly you can set favourites in your account to make it easier to search and register. You may also want to set up your account to alert you when registrations against your favourite grantors are created, changed or ended.

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Setting favourite Secured Party Groups (SPGs)

If you use multiple SPGs you may benefit from setting some as your favourites. This will save you from re-entering the same secured party details each time you make a registration (and also reduce duplication of SPGs).

You'll need to be an account administrator to set up your favourites list and assign nicknames to help you to identify each favourite. Once your administrator has set up the favourites, any authorised users can use them.

To set up favourite SPGs as an administrator, log into your PPSR account, then:

  • Go to Account customers and then Manage account customer.
  • Select Manage favourite Secured Party Groups at the bottom of the screen.
  • Select Add new favourite.
  • Enter the SPG group number we sent you when you first set up the SPG and select Retrieve Group.
  • Give the SPG a nickname.
  • Save.

Setting default Secured Party Groups (SPGs)

If you have an SPG that you use regularly, you can set it as your default SPG so that it automatically applies to each new registration you create. You can set your own default SPG or an account administrator can set one when creating you as a new user.

To set a default SPG, log into your PPSR account, then:

  • Select view my user profile on the right side of the screen.
  • Navigate to the Preferences section at the bottom of the screen, select Edit and enter your password.
  • Enter the SPG group number we sent you when you first set up the SPG or select one of your SPG favourites from the drop-down list.

If you don’t want to use that SPG for a registration, you can easily use another one by selecting Use a different secured party group when creating your registration.

Setting up favourite grantors

If you regularly make registrations or search against against the same person or organisation (grantor) regularly, you may benefit from setting up favourite grantors in your account.

You'll need to be an account administrator to set up the list and assign nicknames to help you to identify each grantor. Once your administrator has set up the favourites, any authorised users can use them.

To set up favourite grantors as an administrator, log into your PPSR account, then:

  1. Go to Account customers and then Manage account customer.
  2. Select Manage favourite grantors at the bottom of the screen.
  3. Select Add new favourite.
  4. Follow the instructions to add either an Individual or Organisation.

Using your favourite grantors

Once you've set up your favourite grantors, authorised users will be able to use them when searching or making registrations on the PPSR.

For a search:

Log into your PPSR account, then:

  • Go to PPSR Search and select either Search by individual grantor or Search by organisation grantor.
  • Select the grantor nickname from the drop-down box Use a favourite to pre-fill grantor fields.
  • Select Use favourite.
  • If the grantor is an organisation with an identifier (such as an ABN) select Verify.
  • Continue with the search as you usually would.

For a registration:

Log into your PPSR account, then:

  • Go to Registrations and then Create a registration
  • Complete steps 1 and 2 as you usually would.
  • At step 3, select the grantor nickname from the drop-down box Use a favourite to pre-fill grantor fields.
  • Select Use favourite.
  • If the grantor is an organisation with an identifier (such as an ABN) select Verify.
  • Continue with creating the registration as you usually would.

To create an alert notification

You can request an alert to be sent to you when a registration for an organisational grantor is created, changed or ended. You can only do this for organisation grantors with an ACN, ARBN or ARSN.

To create an alert notification, log into your PPSR account, then:

  • Go to Subscriptions, Alert notifications and then Create alert notification request
  • Complete step 1
  • In step 2 - Select the Use a favourite to pre-fill grantor fields drop-down box
  • Select Use favourite
  • Once the identifier is displayed, select Verify and Add
  • Continue with the alert as you usually would
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