User Registration Process

User Logon

Provide a user ID in the User Logon field.  This name can contain up to eight characters (superuser) or twenty characters (member), and can be alphabetical or numerical.

If the User Logon you have selected already exists, the following message will be displayed:

Click OK, then re-enter a unique User Logon.

Password

Enter a password in the Password field.  The password must contain a combination of at least eight (but no more than ten) mixed case alpha and numeric characters, must be different to the previous 13 passwords, and may not contain your username.  Your password should be kept secret.

Confirm Password

The purpose of confirming the password is to ensure that you have not typed your password incorrectly.  If the two passwords do not agree, the following message will be displayed:

Initials

Your initials.

First Name

Your first name.

Surname

Your surname.

Date of Birth

Your birth date.

This should be in the format day, month, year.

ID Number

Your national identification number.

Passport Number

Your passport number

Role

This is your security classification to access services.

Click the drop-down list and select the appropriate role from the list of roles provided.

Note:

A role of GENERAL has been provided for members who need access to scheme information only.  Access is to the contents of the Product Information menu option under Reporting.  Refer to Overview.

Scheme Code

The code of the scheme to which you belong.

Scheme Name

The name of the scheme to which you belong.

Reference Number

The reference number by which you are identified within this scheme.

Client Code

Completion of this field is optional.  The use of this field will speed up the registration process.  If you were given a client code, enter it here, otherwise leave blank.

Email Address

Your contact e-mail address.

Office Hours Phone No.

The phone number where you can be contacted during office hours.

Cellular number

The Cellular number where you can be contacted.

Mother's Maiden Name

Favourite Colour

Favourite Fruit

Role Model

Place of Birth

Month of birth

Name of first school

Name of first employer

Three of these questions will be used for validation in the event that you forget your password.  Should you provide answers to more than three questions here, then at the time of requesting your password, the questions will be presented randomly.

Note:

The configuration of the installation of the system will determine the number of questions that are compulsory.

The questions can be changed at each installation.

User Logon

Provide a user ID in the User Logon field.  This name can contain up to eight characters (superuser) or twenty characters (member), and can be alphabetical or numerical.

If the User Logon you have selected already exists, the following message will be displayed:

Click OK, then re-enter a unique User Logon.

Password1

Password 2

Enter a password in the Password field.  The password must contain a combination of at least eight (but no more than ten) mixed case alpha and numeric characters, must be different to the previous 13 passwords, and may not contain your username.  Your password should be kept secret.

Confirm Password1

Confirm Password2

The purpose of confirming the password is to ensure that you have not typed your password incorrectly.  If the two passwords do not agree, the following message will be displayed:

Initials

Your initials.

First Name

Your first name.

Surname

Your surname.

Date of Birth

Your birth date.

This should be in the format day, month, year.

ID Number

Your national identification number.

Passport Number

Your passport number

Scheme Code

The code of the scheme to which you belong.

Scheme Name

The name of the scheme to which you belong.

Reference Number

The reference number by which you are identified within this scheme.

Client Code

Completion of this field is optional.  The use of this field will speed up the registration process.  If you were given a client code, enter it here, otherwise leave blank.

Role

This is your security classification to access services. 

For access to your own data, select a member or benefit role.  Click the drop-down list, then select MEMBER or BENEFIT from the list of roles provided.

For access to scheme and investment information only, select a general role.  Click the drop-down list, then select GENERAL from the list of roles provided.

Note:

A new user who is in client administration may only be registered with a role of SUPERUSER.

A new user who is not in client administration may only be registered with a role of SUPPORT.

Email Address

Your contact e-mail address.

Office Hours Phone No.

The phone number where you can be contacted during office hours.

Mother's Maiden Name

Favourite Colour

Favourite Fruit

Role Model

Place of Birth

Three of these questions will be used for validation in the event that you forget your password.  Should you provide answers to more than three questions here, then at the time of requesting your password, the questions will be presented randomly.

Note:

The configuration of the installation of the system will determine the number of questions that are compulsory.