Clients with a Skills Assessment application (TRA, VETASSESS, Engineers Australia, and any custom SA types).

Finalized clients and businesses (visa granted, or application withdrawn). Archived records are hidden from the active lists, excluded from expiry reminders, and their portal access is suspended. Restore any record to make it active again.

Operators are staff logins used to assign clients, nominations and Skills Assessments. When an operator logs in, they only see the records assigned to them. The main administrator sees everything.

Automated weekly summary of clients with upcoming visa expiries and businesses with upcoming SBS expiries. Helps the team stay ahead of deadlines.

Files that didn’t reach Google Drive stay tracked here. Nothing is lost — once Drive is connected and healthy, you can retry the backlog in one click.

Reference documents (sample reference letters, relationship-evidence templates, etc.) that invited portal users can download. Each visa type controls which templates its applicants see — set this in Settings for each visa.