09 September 2025

How to set up CoE processing

This process describes how to set up the documents reference data for CoE processing, the permissions of admissions officers to process CoE and to customise the CoE notification email.

Pre-requisites

Ensure that you have the permissions as detailed in the table Admin permissions. For more information on roles and permissions, go to What is authorisation?

Admin permissions

Task

Authorisation area

Permission

Use the required applications

Web apps

Edge Admin, Settings, Visa Sponsorship - Use Application

Create the required documents reference data

Reference data

Reference data - Edit

Assign users to roles

Admin

Manage authorisation

Set up CoE documents

Set up CoE documents as follows:

  1. Log in as administrator and with the required permissions as defined in the pre-requisites.

  2. Add the document type CoE and check that the file type PDF already exists to enable applicants to view their CoE document in the applicant portal. Go to Admissions and thenReference data and then Documents. Then:

    1. On File type, select the button manage reference data and check that the file type with the name .PDF exists. If not, select the buttom add record and add the file type .PDF with a suitable description, such as PDF document file.

    2. On Document type, select the buttom add record and enter the following:

      • Document type: CoE

      • Document category: Formal Identification

      • Maximum file size (MB): 3 MB

      • File type: PDF

Set up admissions officers

Set up admissions officers as follows:

  1. Ensure that admissions officers working in visa sponsorship have the require permissions. In System admin, go Authorisationand thenApplicationsand thenDesk access. Check that the groups that admissions officers working in visa sponsorship are assigned to roles that have the permissions detailed in the table Admissions officers processing visa sponsorships in the required desks.

    Admissions officers processing visa sponsorships

    Task

    Authorisation area

    Permission

    Create CoE for applications

    Applications

    Australia Visa Sponsorship - Create

    View CoE of applications

    Applications

    Australia Visa Sponsorship - View

    View and edit information on the Identity and immigration tab

    Applications

    Identity and Immigration - Edit

    View communications with applicants

    Communications > Services > Immigration

    Communications - View

    Retry sending communications with a CoE to applicants

    Communications > Services > Immigration

    Communications - Send

  2. Ensure that admissions officers that need to customise the CoE notification email communications template have the required permissions as detailed in the table Admissions officers customising communication templates

    Admissions officers customising communication templates

    Task

    Authorisation area

    Permission

    Edit the communication templates

    Communications > Services > Immigration

    Communications - Edit

    Use the admissions settings

    Web apps

    Settings - Use Application