How an Organisation changes the management contact

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Overview

Management contacts are contacts of an organisation registered on the Platform who can do an Account Update and add staff. This article shows how an organisation registered on the Platform can add a management contact.

In the example below, we have a fictitious company, Topcoat Painting and Decorating, which was registered by Paul Place.

Steps

1. Log into pf.pstpf.com.au using the email and credentials that were used to register the organisation. It should be noted that when logging in with the registering email there are 2 perspectives available;
   
   The perspective of the person. This is where they see their own information.

   Open

   

   The perspective of the organisation. This is where they can see the information of the company.
   
   

   Open

   

2. The user will be in the perspective that they were in when they last logged in. They need to switch to the person perspective. If they click on they click on the drop down selected and choose the person;
   
   

3. The user should then click on the Perspectives tile and they will see two records.
   
   

4. Click on the Business perspective and select Edit Business Profile. Scroll down until you see the Management Access accordion.
   
   

   
   
   

5. Click Add Contact and select the contact who will have management access.
   
   

    

6. If the original contact with management access should no longer have management access then click Remove My Access.