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

Your organisation's core details: business name, primary region, contact email, website and phone, ABN and registration number, NDIS Registration ID and PACE Organisation ID, timezone, business address, and logo. See Business Settings.

Users

Manage your team: create User Groups and Teams, define User Record Types, set billable targets, and keep user records. See Users Settings.

Participants

Tailor how Participant profiles work: build Information Items, define Participant Record Types, manage Participant Tags, and choose how Participant names are displayed. See Participants Settings.

Documents

Create and manage Document Categories to organise files consistently across your account. See Documents Settings.

Directory

Manage the tags used to categorise your Organisations, Contacts, and Plan Managers in the directory. See Directory Settings.

Invoices

Everything that drives and appears on your invoices: bank account and tax details (ABN and GST registration), the accounts email and additional invoice recipients, payment terms, invoice number prefix, invoice splitting, and the default invoice email message. You can also add claim references and Participant addresses to invoices and customise reminder emails. See Invoice Settings.

Tasks & Notes

Set your Charge Intervals, configure Task settings such as email notifications when a task is assigned, and build reusable Note Templates. See Tasks & Notes Settings.

Note Flagging

Create note checkers that automatically flag case notes for review, using ready-made templates and suggested keywords. See Note Flagging.

Template Settings

Manage the template library and the individual templates used to generate Participant documents across the platform. See Template Settings.

Imports

Bring data into Astalty and track every import. Start new imports for Participants, contacts, organisations, plan managers, services, notes, documents, and users, and review the status of past imports. See Imports.

Security

Manage account security: turn two-factor authentication (2FA) on or off, enforce 2FA across your team, control whether users can disable their own 2FA, and set app privacy controls. See Security Settings.

Data Management

Run bulk operations on your data, such as bulk-deleting Participant documents. See Data Management.

Integrations

Connect Astalty to the tools you already use — Xero for accounting, Employment Hero or Pay Cat for payroll, and (where enabled) the NDIS integration. See Integrations Settings.

Optional Features

Turn additional features on or off for your account, including Chat, Scheduling, and Staff Payments. See Optional Features.

Role Permissions

Review the permissions available to each user role and, where enabled, override which permissions a role has across your organisation. See Role Permissions.

SMS

Set up your SMS number and notification groups, send Participants reminders ahead of scheduled supports and calendar appointments, and use two-way SMS to message Participants. See SMS Reminders and Two-Way SMS.