PPSR account permissions matrix

Permissions matrix: Version 1.4

This permissions matrix shows the roles and permissions allocated to the three default users in the PPSR.  The default users are:

  • Casual user
  • Default user (account user) and
  • Administrator (account admin)

Account administrators can also create customised groups and select roles to assign. See more detail in setting up groups in my account.

Role name Role description Casual user Account User (Multi) default group Account Admin (Multi) default group
Account - Create account Create account with default settings - security interest. Y Y Y
Account - Make payment Allows a default user to make a payment for a transaction.   Y Y
Account - Manage our account details Manage account details for the account the user belongs to.     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 - Manage our account Grantor favourites

Manage grantor favourites for the account the user belongs to

    Y

Account - use our account Grantor favourites

Use the account favourite grantors

  Y Y
Account - View our financial transactions Run the transaction enquiry query     Y
Account - View our B2G account details View B2G account details,unlock,reset, 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, retrieve, list, amend, cancel) Y Y Y
Group - Manage our account groups Manage groups for the account the user belongs to     Y
Payment - Make Bpoint Payment Authenticate, make and verify a credit card payment using Bpoint website 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 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 role also assigned   Y Y
Pending - Manage our pending applications Retrieve pending applications for the account the user belongs to.     Y
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 - Create a registration Save a registration to the register (distinct from creating a pending application which cannot be saved as a finalised registration to the register)   Y Y
Registration - Discharge a registration Discharge a registration (make the end time equal to now. Results in an expired registration)   Y Y
Registration - Manage attachments Add and remove attachments to a registration   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
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 another user in the account the user belongs to     Y
Report - Run Account registration report for our account Run the Account registration activity report for the account the user belongs to.     Y
Report - Run Current registrations for SPG report Run the Current registrations for SPG report for the account the user belongs to.     Y
Report - Run Registrations with tokens report Run the Registrations with tokens for an SPG report for the account the user belongs to     Y
Report - Run Pending applications report for our account Run the Pending applications report for the account the user belongs to     Y
Report - Run Registrations about to expire report Run the Registrations about to expire report     Y
Report - Run Search activity report for our account Run the Search activity report for the account the user belongs to     Y
Report - Run SPG registration activity report Run the Secured party group activity report     Y
Report - Run Trans reconciliation report for our account Run the Transaction reconciliation report for the account the user belongs to     Y
Report - Run User management report for our account Run the User management report for the account the user belongs to     Y
Search - Manage previous search results Retrieve expired search results and reissue expired search certificates 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 individual grantor Search by individual grantor, including date range search, request search certificate and download search results in PDF, XML or CSV format Y Y Y
Search - Search by organisation grantor Search by organisation grantor, including date range search, request search certificate and  download search results in PDF , XML  or CSV format Y Y 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 - 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 - Quick motor vehicle search Perform quick search for motor vehicle Y    
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 - Reset SPG access code Reset the access code for a secured party group     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 (needs separate registration permissions to do them here)   Y Y
SPG - Use account favourites Use the account favourite secured party groups. Must be given to all account users.   Y Y
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
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 - Manage our users Manage user for the account the user belongs to (create, amend, remove, unlock, activate, deactivate, reset password, view and save secret questions and answers, default SPG, view history)     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