# Plan Managers

Source: https://docs.astalty.com.au/guide/directory/plan-managers

> Manage Plan Managers in your directory.

Open [**Directory > Plan Managers**](https://app.astalty.com.au/directory/plan-managers). The Directory opens on Plan Managers by default.

![The Directory page with Directory highlighted in the main menu and Plan Managers highlighted in the Directory menu, showing the Plan Managers list with a Search plan managers box, a Filter button, Name and Email columns with a Portal link on each row, and a Create Plan Manager button.](https://docs.astalty.com.au/assets/plan-managers-directory.png)

## Creating Plan Managers

Select **Create Plan Manager**. Only **Name** and **Invoice Email** are required.

### Plan Manager Details

The form groups fields into Business Details, Primary Contact Details, Invoice Details, and Additional Information.

#### Name

Enter the Plan Manager's official name.

#### ABN

Enter the Australian Business Number.

#### Registration Number

Enter the Plan Manager's NDIS Registration Number.

#### Website

Enter the Plan Manager's website.

#### Portal Link

Enter the Plan Manager's login portal URL.

#### Primary Contact Details

Enter a first name, last name, contact email, mobile, and phone as needed.

#### Invoice Details

Use this section for the addresses that receive Participant invoices.

##### Invoice Email

Enter the required primary invoice email. It must be unique to one Plan Manager in your provider, including archived Plan Managers.

##### Additional Invoice Emails

Enter any other email destinations that should receive the Plan Manager's invoices.

#### Additional Information

Record other relevant information about the Plan Manager.

![The Create Plan Manager form, with an Additional Information text editor below the Business Details, Primary Contact Details and Invoice Details sections, and Cancel and Create buttons at the bottom.](https://docs.astalty.com.au/assets/plan-manager-form.png)

## Linking Plan Managers to Participants

Link or replace a Plan Manager from the Participant's [Financial page](https://docs.astalty.com.au/guide/participants/financial). A Plan Manager can be linked to multiple Participants.

## Email Already Exists Error

If Astalty reports that another Plan Manager already uses the invoice email, search the list with **Status** set to **All** or **Archived**. Restore the existing record instead of creating a duplicate.

## Restoring Plan Managers

The pinned **Status** filter shows **Active** Plan Managers by default. Select **Archived**, open the archived Plan Manager, then select **Actions > Restore**. Restoring makes the Plan Manager active again. It does not recreate former Participant links removed when the Plan Manager was archived.

![The Plan Managers list with the Filter button and the Status is Archived filter highlighted, showing one archived Plan Manager, Coastal Plan Partners.](https://docs.astalty.com.au/assets/restore-plan-manager.png)

![An archived Plan Manager's Details page, marked Archived beside the Plan Manager Details title, with the Actions menu open and an arrow pointing to the highlighted Restore option.](https://docs.astalty.com.au/assets/plan-manager-restore.png)

## Editing a Plan Managers Details

Open a Plan Manager and select **Edit**. Updating a Plan Manager that is shared by more than one Participant prompts you to confirm that the change will affect every linked Participant.

Archiving a Plan Manager removes it from all linked Participants. If a replacement is required, select **Actions > Bulk Reassign**, choose the new Plan Manager, acknowledge the change, and type the target Plan Manager's name. Bulk reassignment changes every current Participant link and cannot be undone. Complete it before archiving the old Plan Manager.

## Searching for Plan Managers

The search finds values in the Plan Manager name, invoice email, primary contact email, and additional invoice emails. Filters include **Status** and, when Plan Manager Tags are available, **Tags**.

![The Plan Managers list with the Search plan managers box, the Status is Active filter and the Tags include any of Participant Portal filter highlighted, showing Harbour Plan Management with its Participant Portal Tag.](https://docs.astalty.com.au/assets/pm-search.png)

## Additional Directory Functions

Open a Plan Manager to see its tabs.

### Details

**Details** shows business, contact, invoice, portal, and Additional Information fields. It can also show [Plan Manager Tags](https://docs.astalty.com.au/guide/directory/plan-managers/plan-manager-tag).

### Participants

**Participants** lists Participants currently linked to the Plan Manager. Update a link from the Participant's [Financial page](https://docs.astalty.com.au/guide/participants/financial).

### Documents

**Documents** stores files associated with the Plan Manager.

## Updating a Participants Plan Manager

Open the Participant's [Financial page](https://docs.astalty.com.au/guide/participants/financial), then update the Plan Manager recorded for plan-managed funding. The change affects that Participant only.

Video walkthrough: updating a participants plan manager.