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To manage Plan Managers, navigate to the Directory page within Astalty or click here. Within the Directory page there is a sub menu - click on Plan Managers.
On the Plan Managers page within the Directory, click on the Create Plan Manager button.
Within the Plan Manager form, you should enter as much detail as possible however only 2 fields are required;
Name
Invoice email
All fields and their purpose are outlined below;
The official name of the plan manager.
Australian Business Number.
The plan manager's website (if available).
The URL of the Plan Manager's login portal for easy access.
Include the first name, last name, contact email, and mobile phone number.
The email address where Astalty should send invoices for this Plan Manager.
You can associate Plan Managers to Participants within the Participant's Financial page. Click here to learn more about how to do this.
If you try to create a Plan Manager and see the error "Another Plan Manager with this email already exists", you already have a Plan Manager with the same email. If you can't find the Plan Manager with the email you're trying to use, the Plan Manager may be archived. Refer to the section below about how to find archived Plan Managers and restore them.
The first step when restoring a Plan Manager is to find them by adding a Status filter to the Plan Managers table as shown in the screenshot below.
Once you have found them, click on the Plan Manager and click the Restore button.
Here is a video outlining this process
To edit a plan managers details you will need to click into the plan mangers entry. Once in here you will see an 'Edit' button. Click this to access the plan manager edit screen.
Once in this screen you can edit the following details;
Business Details
Primary Contact Details
Invoice Details
Additional Information
When changing a plan manager's details, you will now receive the prompt below confirming that you would like to continue with the change of details.
We have created a video guide on the process of how to update a participants plan manager.