E3 - Equipment Energy Efficiency

Video Transcript - Manage your Applicant’s Authorised Representatives

Screen 1: Title screen
Welcome to the video help series for the Energy Rating Product Registration System.

In this video, we are going to show you how to manage the Authorised Representatives associated with your Applicant.

This includes how to add, edit or remove an Authorised Representative from your Applicant, and how to view registrations they have created.

Screen 2:  Dashboard
We begin on our Dashboard page.

We select “Applicant Management” from the toolbar at the top of the page.

Screen 3: Applicant Management
On the Applicant Management page, we can see a new toolbar with six tabs.

From this toolbar, we select “Users & Contacts”.

Screen 4: Users & Contacts
On this page, we see two sections – User Accounts at the top of the page and Contacts at the bottom of the page.

In the User Accounts section, we see a table containing all of the current users associated with that Applicant. The table includes the user’s contact details, their role in the Applicant, and their membership status, which will be either pending, active or inactive.

To add a new user to our applicant, we select the “Add another user” link below the table.

Screen 5: Invite User to Join Applicant
On this page, we invite a user to join our Applicant. All fields are mandatory.

In the First Name field, we enter the user’s first name.

In the Last Name field, we enter the user’s last name.

In the Email Address field, we enter the user’s email address.

Once we’ve entered our information, we select “Send Invitation Email”.

Screen 6: Invitation sent
We return to the Users and Contacts page.

A green confirmation message now appears at the top of the page, confirming that the invitation has been sent.

To close the message, we select the “X” button in the top right hand corner of the message and the message will disappear.

If the user did not have an account in the registration system when the invitation was sent, the system will automatically create one that the user can log in to using the information provided in the invitation email.

Screen 7: Users & Contacts – User Accounts
It is now up to the user to accept our invitation.

We can tell if they’ve accepted it by looking at the “Status” column of the User Accounts table. If the status is active, it means they have accepted the invitation. If the status is pending, it means they have yet to accept the invitation.

Once the user accepts the invitation, they will automatically become an Authorised Representative in the Applicant. This means they are able to submit product applications on behalf of the Applicant and the Authorising Officer.

Screen 8: Users & Contacts – Manage User
If we want to edit or remove a user from the Applicant, we select the “Manage User” link next to the applicant.

Screen 9: Manage Membership
On this page, we can edit the details of the user’s membership.

From the Role drop-down menu, we can change an Authorised Representative to an Authorising Officer and vice versa.

By ticking the box next to “Access to data reporting”, we can grant access to the reporting for this Applicant to this user.

And finally, if we want to remove the user from the Applicant, we select the tick box next to “Remove this user”.

Once we’ve finished making our changes, we select the “Save Changes” button at the bottom of the page.

Screen 10: Users & Contacts
We return to the Users and Contacts page.

A green message now appears at the top of the page, confirming that the changes have been saved or that the user has been removed.

To close the message, we select the “X” button in the top right hand corner of the message and the message will disappear.

Screen 11: Users & Contacts – view registrations
If we want to look at the registrations a user has made on the Applicant’s behalf, we select the “View registrations” link next to the user’s name.

Screen 12: Users & Contacts – registrations created by user
This page appears and contains a list of all the registrations created by the user on behalf of our Applicant.

And that’s how you manage the Authorised Representatives for your Applicant.

Screen 13: Help section
For further assistance with using the registration system, select the “Help” tab at the top of any page to go to our handy Help section, where you can find more videos and step-by-step guides to help you navigate any aspect of the system.

[Our Help section is located at https://sandbox.energyrating.gov.au/application/help/].

Screen 14: Contact Us
If you cannot find an answer to your question, why not send us an email?

Simply select the “Contact Us” tab at the top of any page and fill in the form.

The more details you provide, the more we’ll be able to help you, so please include all relevant details in your email, including any attachments that might be useful.

[The Contact Us form is located at https://sandbox.energyrating.gov.au/application/contact/].