BFSConnect: Overview

BFSConnect: Overview

Welcome to BFSConnect, our new client service portal. This guide will introduce you to the functions and features of BFSConnect.

1. Logging In as a New User

   • Visit connect.bfs.org.au to access the login page.
   • Log in with your username and password.
   • If you're a new user, click "Register" and follow the sequence of questions to complete your registration.

2. Homepage Overview

   • Upon logging in, you'll land on your homepage.
   • Here, you can view a summary of your account details and service requests.

3. Reviewing Applications

   • If you're a signatory on an account, you can review applications and requests requiring your authorisation.
   • Click on "Applications" in the top toolbar and then "Plus New Application" to start the application process.
   • You can also view the status of your applications here.

4. Service Requests

   • Hover over "Service Requests" in the top toolbar to view the types of requests you can raise within BFSConnect.
   • To submit a request, click on the request name in the menu, then "Plus New."

5. Pending Consents and Authorisations

   • Review your pending consents and authorisations in the red area of your dashboard.
   • This includes organisation applications and service requests where you're listed as a signatory.
   • Click "Application Pending Consents" to provide your consent to your role and details for each application.

6. Managing Account Preferences

   • Manage your account preferences, organisation details, and documentation.
   • Make organisation role changes, including adding or removing signatories.

7. Updating Personal Details

   • Click "My Details" within the login menu to update your personal information, such as date of birth, phone number, email, and addresses.
   • Click "Save" to submit your changes.

8. Seeking Assistance

   • If you have further questions or need assistance, click the "Request Assistance" button.
   • A BFS team member will be in touch with you promptly.
   • You can also call us on 1300 650 542 during our business hours.

By following these steps, you can effectively navigate BFSConnect and make the most of its features. If you encounter any issues or have questions, don't hesitate to reach out to us for assistance.