Superannuation

PractiFI Basics

• PractiFI Overview
• Navigation & Search
• Logging In
• Reset your forgotten password

Service Providers

• Providers Overview
• Adding a Provider
• Editing a Provider

Employers

• Employers Overview
• Creating an Employer
• Editing an Employer

Members & Member Accounts

• Members and Member Accounts Overview
• Creating a Member / Member Account
• Editing a Member
• Editing a Member Account

Fund Structure

• Fund Structure Overview
• Creating a Subfund
• Editing a Subfund

Services

• Services Overview
• Creating a Service
• Editing a Service

Interactions

• Interactions Overview
• Adding an Interaction
• Editing an Interaction

Processes & Tasks

• Processes & Tasks Overview
• Starting a Task
• Managing a Task
• Starting a Process
• Managing a Process

Insurance

• Insurance Overview
• Adding Policies & Benefits
• Editing Insurance Policies

Feed

• Feed Overview
• Using the Feed

Team Members, Divisions & Groups

• Team Members, Divisions & Groups Overview

Analytics & Reporting

• Analytics & Reporting Overview

Wizards

• Create a Member Account Wizard
• Bulk Create Tasks Wizard
• Bulk Create Interactions Wizard
• Bulk Launch Processes Wizard