The first step to getting set up as a self assessed user is to create your project.
Note: If your client is also using Payapps, you will not have to complete these steps. Instead, wait for an email from your client inviting you to the project that they will have created on their side.
Create a New Project
After logging in, you will be directed to the home page, which is where all your projects will be displayed once they are created. To create a new one, click the “Add Project” button on the right-hand side of the screen.
This will direct you to the “New Project” screen. At the top, you will see "Create New Project", followed by the 3 sections of the project setup - Details, Members and Approvals.
Beneath this are the Project Details fields, starting with the "Project ID". This is where you can create a name for your project and include appropriate ID numbers, if required:
Next are the Project Dates and Claims Email Reminder Dates sections. Use the project dates sections top select the start and end dates for the work, and use the various email reminder date fields to set when claims are required by and when you will be reminded to submit them.
The final section on the details page is the Site Address Section. Here, you can fill in the physical location of the building site.
NOTE: These fields are mandatory and need to be filled in to progress to the next step.
Now we can click "Continue" to proceed to the second section.
The next screen is the Members screen. Here, you can select members of your organisation to have access to the project, what they are able to work on, and what sort of notifications they'll receive.
As you are the only current member, you will see only your name on the members list:
You will see to the right of your name and email address the role setting this is where you can select what each user's authority level is:
NOTE: There must be at least one project admin and one primary contact per project. These can be delegated once more users have been added.
The next field is the Assess Claims permission, and the Notifications settings. Use the assess claims toggle to determine if a user can assess claims on behalf of your client, or if they are only able to view the project. Use the notifications settings to select which notification emails are sent out to each user. Users can alter this themselves once they have joined the project.
To the top right of these settings is the Add Member button. Click this to add new members to the project:
Select the users you would like to add from the list, before selecting the "Add x Users" button at the bottom of the screen. You should now have additional users on your members list.
You have now created your project. The next step will be to create your contract. For details on this click here.
Still having trouble? Contact us in support via the chat, phone 1300 252 463 or email email@example.com