A sales agent has left or no longer requires access to Receive a Deposit

You must remove a sales agent's access if they no longer require it. Sales agents will be able to receive sales deposits into your Statutory Trust Account until their access is removed or revoked. 

  1. Log in to NAB Connect, opens in new window.
  2. From the Admin menu, select Users & Permissions.
  3. Find the User  or enter the User’s details in the search field. Select Display.
  4. Tick the checkbox next to the User ID and select Modify User.
  5. Navigate to the Services section, unselect NAB Portal Pay and select Modify User.

If a sales agent has left the agency, the Admin will need to suspend or delete their access. You can temporarily suspend access from General Users and then re-activate in instances where the General User may be away for a period of time.

Details of the NAB Statutory Trust Account have changed 

 If the account details of your Statutory Trust Account have changed, you will need to notify NAB Portal Pay Support and complete an amendment form to update your account for the settlement of your property sales deposits.  

You will also need to update the access for sales agents in NAB Connect by navigating to the General User and modifying which account is linked to their Receive a Deposit function by following the steps below.   

  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 User 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 and select NAB Portal Pay. 
  6. Scroll down to Resources and select Accounts to remove the previous Statutory Trust Account. Now select the new Statutory Trust Account that has been set up to Receive a Deposit and select Continue.
  7. Select Modify User.  
  8. You will receive a success message and will be returned to the Users screen. 

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