Agents belong to groups assigned to roles with permissions to access the agent portal.
The table Agent portal details the permissions for the default roles.
| Permission | Agent applications viewer | Agent applications manager | Agent applications admin | Description |
|---|---|---|---|---|
|
Agent portal – Edit responsible agents |
No |
No |
Yes |
Edit the responsible agent assigned to applications. |
|
Agent portal - View |
Yes |
Yes |
Yes |
Access applications assigned to the agent in the agent portal. |
|
Agent portal - View all |
No |
No |
Yes |
Access all the applications assigned to the agency, not only the applications assigned to the agent. |
|
Applicant – Edit communication language |
No |
No |
No |
Edit an applicant's preferred communication language. |
|
Applicant – Edit contact details |
No |
Yes |
Yes |
Edit an applicant's contact details. |
|
Applicant – Edit emergency contact |
No |
Yes |
Yes |
Edit an applicant's emergency contact and nominated proxy. |
|
Applicant – Edit personal details |
No |
Yes |
Yes |
Edit an applicant's personal details. |
|
Application – Request deferral |
No |
Yes |
Yes |
If enabled for applications, agents can request deferral on the behalf of applicants. |
|
Application – Request withdrawal |
No |
Yes |
Yes |
If enabled for applications, agents can withdraw applications on the behalf of applicants. |
|
Application – Respond to offers |
No |
Yes |
Yes |
Respond to offers on behalf of applicants. |
|
Application – Submit referee details |
No |
Yes |
Yes |
Submit referee details on behalf of applicants. |
|
Documents - Edit |
Yes |
Yes |
Yes |
Upload or delete the documents for applications, such as upload copies of passports. |