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  1. Practifi Success
  2. Superannuation

Superannuation

Practifi Basics

  • Practifi Overview - SPA
  • Navigation & Search - SPA
  • Logging In - SPA
  • Reset Your Forgotten Password - SPA

Service Providers

  • Providers Overview - SPA
  • Adding a Provider - SPA
  • Editing a Provider - SPA

Employers

  • Employers Overview - SPA
  • Creating an Employer - SPA
  • Editing an Employer - SPA

Members & Member Accounts

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

Fund Structure

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

Services

  • Services Overview - SPA
  • Creating a Service - SPA
  • Editing a Service - SPA

Interactions

  • Interactions Overview - SPA
  • Adding an Interaction - SPA
  • Editing an Interaction - SPA

Processes & Tasks

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

Insurance

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

Feed

  • Feed Overview - SPA
  • Using the Feed - SPA

Team Members, Divisions & Groups

  • Team Members, Divisions & Groups Overview - SPA

Analytics & Reporting

  • Analytics & Reporting Overview - SPA

Wizards

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

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