Who can access Receive a Deposit? 

Access to Receive a Deposit can be provided to sales agents who collect property sale deposits for auctions and private sales.  

Your NAB Connect Administrator will need to add the sales agent as a General User in NAB Connect, then assign them to the Receive a Deposit service. 

The sales agent will not require access to any Trust accounts or additional services in NAB Connect. If a sales agent no longer requires access or is no longer employed by your agency), you should remove or revoke their access as this will not occur automatically.

How to create a new General User and assign access to Receive a Deposit 

Please note we do not recommend adding any other access, besides Receive a Deposit, for sales agents.

  1. Log in to NAB Connect, opens in new window.
  2. From the Admin menu, select Users & Permissions. 
  3. Select Create User.
  4. Enter User Details, select General User with password as the User type and access method, and select Next. 
  5. Select Unassign All Services then select NAB Portal Pay. 
  6. Select Advanced Permissions and scroll to NAB Portal Pay.
    When assigning NAB Portal Pay Service to a General User, all NAB Portal Pay functions will be assigned automatically. You will need to select Advanced Permissions and ensure only Receive a Deposit is selected. 
  7. Select only Receive a Deposit (unselect all other functions) and select Continue. 
  8. Scroll down to Resources and select Accounts.
  9. Unselect all accounts and only select the Statutory Trust Account that has been set up for Sales Deposits, and select Continue.
    You must select the Statutory Trust account that has been applied for Sales Deposits as per your business’ completed NAB Portal Pay application form. If the incorrect account is selected, the sales agent will receive an error when trying to Receive a Deposit. 
  10. Select Create User.
  11. The General User has been created and a registration email will be sent to the General User (sales agent), along with a temporary password.
  12. Send the created NAB Connect General User ID to the sales agent.

To complete registration, the sales agent simply needs to complete their first log in with their User ID and temporary password. They’ll be prompted to set up a new password and will then have instant access to the Receive a Deposit Service upon successful login

How to assign Receive a Deposit access to an existing General User 

We do not recommend adding any other access besides Receive a Deposit for sales agents. 

  1. Log in to NAB Connect, opens in new window.
  2. From the Admin menu, select Users & Permissions. 
  3. Either scroll through the list to find the User or type the User’s details in the search fields and select Display.
  4. Tick the checkbox next to the User ID and select Modify User.
  5. Navigate to the Services section, select NAB Portal Pay.  
  6. Select Advanced Permissions and then scroll to the NAB Portal Pay functions. 
    When assigning NAB Portal Pay Service to a User, all NAB Portal Pay functions will be assigned automatically. You will need to select Advanced Permissions and ensure only Receive a Deposit is selected. 
  7. Select only Receive a Deposit (unselect all other functions) and select Continue. 
  8. Scroll down to Resources and select Accounts to choose the Statutory Trust Account that has been set up to Receive a Deposit and select Continue. 
  9. Unselect all accounts and only select the Statutory Trust Account that has been set up for Sales Deposits, and select Continue.
    You must select the Statutory Trust Account that has been applied for Sales Deposits as per your business’ completed NAB Portal Pay application form. If the incorrect account is selected, the sales agent will receive an error when trying to process Receive a Deposit. 
  10. Select Modify User.  
  11. You will receive a success message and will be returned to the Users screen. 

Once you have assigned access, Receive a Deposit will be available to the General User as soon as they in to NAB Connect.

Related guides

See some of our other guides to help you get the most out of NAB Portal Pay.

Changing access to Receive a Deposit

Follow our steps for changing who can access Receive a Deposit in NAB Portal Pay.

Using Receive a Deposit

Learn how sales agents can use NAB Portal Pay’s Receive a Deposit function.

Payer information for Receive a Deposit

Learn what payers want to know about NAB Portal Pay’s Receive a Deposit function.

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