Intello

Intello Robot

Adviser Portal

From July 2020 you can control the frequency of when you receive notification emails from the Intello Portal.

Email Notification Changes - July 2020

New Dashboard - July 2020

Portal Update - July 2020

Admin users have access to extra functions: adding other users, updating default task allocation rules and updating payment details.

Admin or 'Power-User' functionality on the Intello Adviser Portal

If you are an administrator user of the Intello Adviser Portal you can easily add / invite or remove new team members under Settings.

How to add or remove users from your team on the Intello Adviser Portal

Update your logos, icon, branding and colours for your adviser portal.

How to Create or Update your Adviser Portal Branding

You can add a new client SMSF via the Online Forms - Create SMSF or Transfer SMSF

How to add a new SMSF

A binding death benefit nomination ( BDBN ) request form is available under Online Forms via our adviser portal.

Where to find a binding death benefit nomination (BDBN) form

Advisers & Accountants | Utilise White Label branding for your SMSF Administration Offering

Under the Jobs section in the adviser portal, all active 'Jobs' we are working on are displayed and a status or state is also attached.

How do I find the status of a job?

Clear your cache for Chrome, Internet Explorer and Firefox

How to clear your web browser cache

FAQs

New phone who dis? How to reset your multi-factor authentication (MFA) for Class Super with Google Authenticator or Microsoft Authenticator.

Edit Security Questions for Class MFA

New phone who dis? Follow these instructions to reset Class' multi-factor authentication for Google Authenticator or Microsoft Authenticator

How to reset MFA for Class Super

When you log into Class you will need to set up multi-factor authentication (MFA) for access to the Adviser Dashboard & Client View

Class Multi-Factor Authentication for Advisers

Class Adviser View and Client View

A demonstration login is available for the Intello Adviser Portal.

Intello Portal - Demo Login

This is an overview of the automatic and manual email notifications sent from the Intello Portal. 

Can email notifications be turned off?

Email Notifications

Assigning default team members from your business to be placed on jobs as primary adviser, secondary adviser and client services officer.

Allocating tasks to a team member by default based on client

Portal Demonstration Overview

Portal Update - Assignment of Tasks January 2018

Assignment of Tasks

Portal Update - Improved Task Design January 2018

Improved Task Design

Portal Update - January 2018

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.