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Assigning VERSA Connect Roles

Overview

Assigning a VERSA Connect role determines the features and functionality available to a user within the VERSA Connect platform.

Each role provides a predefined set of permissions that align with specific responsibilities within the conveyancing process.

Accessing User Role Assignment

To assign a VERSA Connect role:

  1. Open User Role Assignment within the VERSA Connect administration area.
  2. Locate the required user.
  3. Review the current role assignment.

        If no role has been assigned, the user will not be able to access VERSA Connect.

        Assigning a Role

        To assign a role:

        1. Select the Edit icon for the required user.
        2. Review the list of available VERSA Connect roles.
        3. Select the appropriate role.
        4. Select Save.

                The user's permissions are applied immediately.

                Selecting the Correct Role

                Choose the role that best matches the user's responsibilities.

                Examples may include:

                • Legal Secretary
                • Conveyancer
                • Supervisor
                • Manager

                        Only assign permissions appropriate to the user's responsibilities.

                        Confirming Role Assignment

                        After saving the role assignment:

                        • The user can sign in to VERSA Connect.
                        • Access is granted according to the permissions associated with the assigned role.
                        • The role assignment is recorded within the audit history.

                        Best Practice

                        Review role assignments regularly to ensure users retain only the permissions required for their current responsibilities.

                        If a user's role changes within your organisation, update their VERSA Connect role accordingly.

                        Frequently Asked Questions

                        When does the role become active?

                        The role becomes active immediately after it has been saved.

                        Can a role be changed later?

                        Yes. Administrators can update a user's VERSA Connect role whenever required.

                        What happens if the wrong role is assigned?

                        The user may receive incorrect permissions or be unable to perform required tasks. Update the role as soon as the issue is identified.

                        Related Articles

                        • Granting Users Access to VERSA Connect
                        • Assigning User Roles in Assure
                        • Understanding Assure Roles Management