Settings

The Settings area in Astalty is where you configure your account to match the way your organisation operates. From business details and user management to invoicing, security, and integrations — everything is managed here.

Settings areas

Business

Configure your business name, ABN, address, logo, charge intervals, and other core details. See Business Settings.

Users

Manage your team members, groups, teams, billable targets, and user records. See Users Settings.

Participants

Customise Participant record types and information items. See Participants Settings.

Documents

Set up document categories to organise files across your account. See Documents Settings.

Directory

Configure directory-related settings for Contacts, Organisations, and Plan Managers. See Directory Settings.

Invoices

Customise invoice details including recipient information, claim references, Participant addresses, and reminder emails. See Invoice Settings.

Tasks & Notes

Manage note templates and task-related settings. See Tasks & Notes Settings.

Template Settings

Configure templates used across the platform. See Template Settings.

Imports

Review past data imports and start new ones. See Imports.

Security

Set up two-factor authentication, app privacy controls, and other security options. See Security Settings.

Data Management

Manage bulk operations such as deleting Participant documents. See Data Management.

Integrations

Connect Astalty with external services. See Integrations Settings.

Optional Features

Enable or disable additional features for your account. See Optional Features.

Role Permissions

Review and understand the permissions available to each user role. See Role Permissions.

SMS

Configure SMS reminders and two-way SMS messaging. See SMS Reminders and Two-Way SMS.