Creating a User Account

Overview

Every user of SMART requires a logon account in order to gain access to SMART functionality, with the exception of the basic Public Registry search functions such as Licence or Client Search.

Individuals or organisations wanting to acquire a logon account should ring the Contact Centre on 0508 RSM INFO (0508 776 463), where their client details will be entered into the system. An activation code will then be emailed to the new client's email address to allow the new client to complete the activation process. 

 How to Activate an Account

1. After accessing the RSM site home page (http://rsm.govt.nz/), click on SMART from the top right of the screen to display the SMART home page.
2. Click on the Activate Account icon.
3. Copy and paste the activation code into the User Account Activation Code field.
   Note: The activation code is case sensitive and must be entered exactly as specified in the activation email.
4. Enter your email address. This is not case sensitive.
5. If you already have an existing user name for another MED application, tick the checkbox.
   IMPORTANT NOTE: There are currently 2 types of MED user accounts. This checkbox should be ticked ONLY if you have a MEDSEC account (i.e. the user name will consist of a combination of case sensitive letters and numbers between 7 and 20 characters long, e.g. "RonBloggs7". Do not check this box if your existing MED account is not a MEDSEC account (non-MEDSEC accounts have user IDs consisting of 9 numbers, e.g. 100123863).
6. Select the Activate button. The User Details screen will be displayed, listing your public details.
7. Select Continue. 
   If you did not select the checkbox, the Logon Details screen will be displayed. This screen is used to record your user details such as password, secret question, email address, etc.
   If you already have a MEDSEC account and you ticked the checkbox, the Logon Details screen will be skipped. The logon account details from your existing MEDSEC account will be used and the Complete User Account Creation screen will be displayed.  Go to Step 10.
8. Complete the fields on the Logon Details screen.

• Your user name must be a combination of letters and numbers. It must be between 7 and 20 characters long. User Names are case sensitive.
• Your password must be a combination of letters and numbers. It must be between 7 and 255 characters long.  Passwords are case sensitive. Enter your password twice.
• To expire your password regularly, leave the 'Expire My Password after' check box checked and specify the number of days before the password expires (between 1 and 99 days), or check the 'Never Expire My Password' if you do not wish to change your password at regularly defined intervals.
• Use the pick list to select a secret question, then enter an answer to the secret question.  These questions will be used as a security feature to aid in identifying you if you forget or lose your password.
• Enter the email address to which communications regarding your user logon details can be sent.
• Click on the underlined Terms & Conditions hyperlink to read this information, then select Back to return to the Logon Details screen.
• Click on the underlined Privacy Statement hyperlink to read this information, then select Back to return to the Logon Details screen. 
• Check the box to confirm that you accept the Terms & Conditions and Privacy Statement conditions.

9. Select the Save button. The Complete User Account Creation screen will be displayed.
10. To complete activation, you MUST enter your User Name and Password, then press ENTER or select the Logon button
11. The system will automatically open a window to ask you whether to set up a direct debit account for any fees incurred using SMART.
12. If you select Yes and press Continue, the system will display a screen for you to enter your direct debit banking details. After the direct debit details are completed, your account will be activated and a confirmation message will be displayed on your screen.
    If you select No and press Continue, your account will be activated and a confirmation message will be displayed on your screen.
    Note: You can still set up direct debit details at any time by adding the required bank information to your client details.
13. A confirmation message confirming creation of your account and containing your username will be sent to your logon user's email address.

 Maintaining Client and User Details

Once you are logged on, you can update your logon and client details.

To update your logon details, select Logon Details / Change your Login Details from the menu bar. The Logon Details screen will be displayed, listing your details, such as your password and secret question. All fields except the User Name field can be edited.

To update your Client Details, select Logon Details / Change your Client Details to display the Maintain Client Details screen where you can edit some of your public details. You can also use the options from the left hand menu of the Maintain Client Details screen to add and maintain Addresses and Contacts and Direct Debit Details.

Organisation Administrators. The first user to create an account for an organisation is given rights to administer users in the organisation. An Organisation Details option is displayed for these administrative users in the left hand menu of the Maintain Client Details screen. Branches and users can be added for an organisation and users can be assigned to branches.