MyLLP Customer Portal User Guide Registration

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Matilda Mills
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MyLLP Customer Portal User Guide Registration Copyright

2 1. INTRODUCTION The contents of this manual are provided as an information guide only and are not intended to be comprehensive, thus details which may be relevant to particular circumstances may have been omitted. The contents are written in general terms. While every effort is made in preparing material for publication, no responsibility is accepted by or on behalf of the State for any errors, omissions or misleading statements in this manual. It is strongly recommended that independent advice from a professional adviser be obtained in relation to any specific queries which a person may have concerning the application of Limited Liability Partnership legislation. Page 1

The fields marked with * are mandatory and must be completed.

3 2. USER ENROLMENT In order to use MyLLP you must first Sign Up. You must then complete the form below: Click the Sign Up Button 1 The fields marked with * are mandatory and must be completed. You can choose the language you prefer to use while accessing the portal. Page 2

4 A General User can purchase LLP information, log a complaint and perform a name availability search on the Customer Portal. A Federal Government User can perform relevant functions on the Customer Portal and must submit an authorisation letter with the enrolment form. A Verified User or Verified Professional User can do all of the above but can also be appointed as a Compliance Officer (CO) of a LLP even if they are not a partner. The user must present their IC and professional credentials at an SSM office for verification unless the SSM already has these details on file. A CO can submit forms on behalf of LLPs with which they have a relationship. You should keep a record of your Login Name and password as you will need them later. After completing the main details form you will be able to upload copies of any relevant documents. You will be presented with a list, which will be different depending on your User Type. They will be mandatory or optional. To upload them, they must already be saved on your computer and on clicking <Select Document>, Windows Explorer will open to allow you to find the relevant document. The document must be a.pdf of not more than 4mb in size. Click on the Attachment Description then click <Select Document> Page 3

You can refresh the Captcha, to get another one, if you cannot read it You should confirm that all is correct, type

5 Click on the Document and click <Open> Click <Next> and you will be presented with a Summary Page which contains all the information you have supplied. You can refresh the Captcha, to get another one, if you cannot read it You should confirm that all is correct, type the text you see in the Captcha image and click <Submit>. Errors or omissions in the information entered will be highlighted as you navigate through the form, or when you click the <Submit>. Page 4

6 Some Users will be automatically approved, others will be required to attend an SSM office to verify their identity and credentials. On submission of your enrolment form, an will be sent to you automatically to inform you of which is the case for you. All users will be required to activate their account by following the instructions in the activation which will be sent on submission of the enrolment form. As soon as you are approved you will be able to log in to MyLLP by entering the Login Name and password which you supplied when signing up. ADDITIONAL USERS If, for example, you are a firm with employees who will act on the firms behalf, it is possible, within MyLLP, to add additional users associated with your firm. It is important that they are added in this way and do not sign up as individuals, so that all of the firm s activity can be managed in one place. Page 5

7 3. USING THE PORTAL LIMITED ACCESS As previously mentioned, different user types will be allowed to perform different functions. The access to the various pages within the portal will be limited accordingly. MANAGING YOUR PROFILE On the Home page, you can edit your profile or log out. Click Edit Profile Here you can change your personal details, e.g. your address or password. However, if you change your identity details you may need to attend an SSM office to be re-verified. Page 6

8 You can also access edit profile, or log out, from any page, by hovering your mouse over the Welcome [Username] at the top right of the screen. To the right of the home page there are widgets. If you hover the mouse over them, their purpose will be displayed. Respectively, they expand the screen, open help information for the page you are on, allow you to download additional user manuals or log you out. Page 7

ACCESSING HELP INFORMATION On any page you can click the Help widget. A list of available help information will be displayed on the left of the screen.

9 ACCESSING HELP INFORMATION On any page you can click the Help widget. A list of available help information will be displayed on the left of the screen. Hover the mouse over the section you want and the content will be displayed. 4. ADMINISTRATION CUSTOMER PROFILE This is where Customer details can be amended and additional users added. When a User Enrolment has been approved, a Profile, consisting of a Customer and Customer User is set up. The Customer Profile contains main details, name, address and contact details etc. The Customer User profile contains log in details, personal details, such as identity, and privilege details, i.e. what that user is allowed to access. On approval, a Customer User will be granted all privileges relevant to their user type. Page 8

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In order to become a potential supplier to CSL you are required to register your company details via

1. Supplier Guide: How to Register In order to become a potential supplier to CSL you are required to register your company details via the CSL Global portal. This guide will take you through the stages