Roles & Permissions

Team Dashboard

✅

✅

✕

✕

Finance Dashboard

✅

✅ ⚙

✕

✕

Home Page

✅

✅

✅

✕

Task Board

✅

✅

✅

✕

View, Create, Update & Delete Tasks

✅

✅

✅

✕

Delegate Tasks

✅

✅

✕ ⚙

✕

Update Tasks Owned by Others

✅

✅

✕

✕

Reassign Tasks

✅

✅

✕

✕

View Task Invoices

✅

✅

✕

✕

Override Charge Price

✅

✅

✅ (non-contractors)

✕

View & Manage Events

✅

✅

✅

✕

Manage Calendar Events for Other Users

✕ ⚙

✕ ⚙

✕

✕

External Calendar Integration

✅

✅

✅

✕

View All Participants

✅

✅

✅ ⚙

✕

View Assigned Participants (My Participants)

✅

✅

✅

✕

View Limited Participant Detail

✅

✅

✅

✅

Create Participants

✅

✅

✅

✕

Create Participants for Other Users

✅

✅

✕

✕

Update Participants

✅

✅

✅

✕

Delete Participants

✅

✅

✅

✕

Archive Participants

✅

✕

✕

✕

Update Coordinator

✅

✅

✅

✕

Update Information Items

✅

✅

✅

✕

View Participant Invoices

✅ ⚙

✕ ⚙

✕ ⚙

✕

View Plans & Services

✅

✅

✅

✕

Create Plans

✅

✅

✅

✕

Update Plans

✅

✅

✅ ⚙

✕

Delete Plans

✅

✅

✅

✕

Create Services

✅

✅

✅ ⚙

✕

Update Services

✅

✅

✅ ⚙

✕

Delete Services

✅

✅

✅ ⚙

✕

Implementations (full access)

✅

✅

✅

✕

Budgets (full access)

✅

✅

✅

✕

Goals (full access)

✅

✅

✅

✕

Alerts (full access)

✅

✅

✅

View only

Risks (full access)

✅

✅

✅

✕

Records (full access)

✅

✅

✅

✕

Documents (full access)

✅

✅

✅

✕

Participant Tags - Create

✅

✅ ⚙

✅ ⚙

✕

Participant Tags - Update

✅

✅ ⚙

✅ ⚙

✕

Tags - Delete

✅

✅

✕

✕

Preferences

✅

✅ ⚙

View only

View only

Compatibility

✅

✅

✅

✕

Generate Templates

✅

✅

✅

✕

Sensitive Invoice Settings

✅

✅

✕

✕

Access eSignatures Module

✅ ⚙

✕ ⚙

✕ ⚙

✕

Create Signature Requests

✅ ⚙

✅ ⚙

✅ ⚙

✕

Create for Team Members

✅ ⚙

✕

✕

✕

Manage Signature Requests for Others

✕ ⚙

✕

✕

✕

Delete Signed Requests

✅ ⚙

✕

✕

✕

View All Participant Incidents

✅

✅

✕

✕

View Scoped Participant Incidents

✅

✅

✅

✕

Create Participant Incidents

✅

✅

✅

✕

Update & Archive Participant Incidents

✅

✅

✕

✕

View Staff Incidents

✅

✕

✕

✕

Create Staff Incidents

✅

✅

✅

✕

Update & Archive Staff Incidents

✅

✕

✕

✕

Manage Incident Categories

✅

View only

View only

View only

View All Referrals

✅

✅

✕

✕

View Assigned Referrals

✅

✅

✅

✕

Create, Update & Archive

✅

✅

✕

✕

Utilisation

✅

✅

✕

✕

Plans

✅

✅

✕

✕

Birthdays

✅

✅

✕

✕

Participant Alerts

✅

✅

✅

✕

Participant Goals

✅

✅

✅

✕

Participant Records

✅

✅

My only

✕

Participant Risks

✅

✅

✅

✕

Participant Documents

✅

✕

✕

✕

Participant Incompatibility

✅

✅

✕

✕

My Billable Hours

✅

✅

✅

✕

My Billables

✅

✅

✅

✕

My Billable Charges

✅

✕

✕ ⚙

✕

Team Billable Hours

✅

✅

✕

✕

Team Billables

✅

✅

✕

✕

User Records Report

✅ ⚙

✕

✕

✕

Capacity Report

✅

✕

✕

✕

Staff Birthdays

✅

✕

✕

✕

Billable Charges Report

✅ ⚙

✅ ⚙

✕

✕

Staff Payments Report

✅ ⚙

✕

✕

✕

All Tasks Report

✅

✅

✕

✕

My Tasks Report

✅

✅

✅

✕

All Sites Records Report

✅

✕

✕

✕

My Sites Records Report

✅

✅

✕

✕

View, Create & Update Plan Managers

✅

✅

✅

✕

Archive Plan Managers

✅

✕

✕

✕

Bulk Reassign Plan Managers

✅

✕

✕

✕

Plan Manager Tags

✅

✅

View only

✕

View, Create & Update Organisations

✅

✅

✅

✕

View All Organisations

✅

✅

✅ ⚙

✕

Organisation Tags

✅

✅

Create & Update only

✕

View All Contacts

✅

✅

✅ ⚙

✕

Create, Update & Delete Contacts

✅

✅

✅

✕

View All Resources

✅

✅

✅

✕

Create & Update Resources

✅

✕

✕

✕

Resource Tags

✅

✅

View only

View only

Access Finance Module

✅ ⚙

✅ ⚙

✕

✕

Direct Charges

✕ ⚙

✕ ⚙

✕

✕

Recurring Direct Charges

✕ ⚙

✕ ⚙

✕

✕

Staff Payment Batches

✅ ⚙

✕

✕

✕

Staff Payment Settings

✅ ⚙

✕

✕

✕

Cost Codes

✅

✕

✕

✕

Timesheet Batches

✅ ⚙

✕

✕

✕

Access Scheduling Module

✅

✕ ⚙

✕

✕

View All Shifts

✅

✅ ⚙

✕

✕

View Own Shifts

✅

✅

✅

✅

Clock In/Out (if rosterable)

✅

✅

✅

✅

Report Unscheduled Travel

✅

✅

✅

✅

Create, Update & Delete Shifts

✅

✅ ⚙

✕

✕

Manage Shift Status

✅

✅ ⚙

✕

✕

Shift Approvals

✅

✅ ⚙

✕

✕

Shift Board

✅

✅ ⚙

✕

✕

Supports (full access)

✅

✅ ⚙

✕

✕

Group Supports

✅

✅ ⚙

✕

✕

Support Notes - Own

✅

✅

✅

✅

Support Notes - All

✅

✅ ⚙

✕

✕

Support Charges

✅ ⚙

✅ ⚙

✕

✕

Cancellation Reasons

✅

View only ⚙

✕

✕

Charge Item Sets

✅

View only

✕

✕

Public Holidays

✅

View only ⚙

✕

✕

Activities

✅

✅ ⚙

✕

✕

Pay Groups

✅

✕

✕

✕

View All Availability

✅

✅ ⚙

✕

✕

Manage Others' Availability

✅

✅ ⚙

✕

✕

View Own Availability

✅

✅

✅

✅

Create Own Availability

✅

✅

✅

✅

Manage Forms

✅

✕

✕

✕

Form Submissions

✅

✕

✕

✕

Form Submission Requests

✅

✕

✕

✕

View Note Revisions

✅

✅

✕

✕

Edit Notes Created by Others

✅

✕

✕

✕

Document Categories - Create

✅

✅ ⚙

✅ ⚙

✕

Document Categories - Update

✅

✕ ⚙

✕ ⚙

✕

Document Categories - Archive/Restore

✅

✕

✕

✕

Provider Document Templates

✅

✕

✕

✕

Note Templates

✅

View only

View only

✕

All Notification Types

✅

View only

✕

✕

User Record Notifications

✅

✕

✕

✕

Access Exports Module

✅

✕

✕

✕

Login History Export

Owner only

✕

✕

✕

Create & Manage Channels

✅

✕

✕

✕

Send Messages

✅

✅

✅

✅

Edit & Delete Own Messages

✅

✅

✅

✅

Delete Others' Messages

✅

✕

✕

✕

Message Managers

✅

✅ ⚙

✅ ⚙

✅ ⚙

Message Team Members

✅

✅ ⚙

✅ ⚙

✅ ⚙

Message Support Workers

✅

✅ ⚙

✅ ⚙

✅ ⚙

View All Sites

✅

✕

✕

✕

View Managed Sites

✅

✅

✕

✕

Create & Delete Sites

✅

✕

✕

✕

Update Sites

✅

✅

✕

✕

Site Tags

✅

View only

✕

✕

Site Records

✅

✅

✕

✕

Site Record Types & Notifications

✅

View only

✕

✕

Site Forms & Participants

✅

✅

✕

✕

View All Users

✅

✅

✕

✕

View Admin Detail

✅

✕

✕

✕

View Manager Detail

✅

✕

✕

✕

View Team Member Detail

✅

✅

✕

✕

Create Users

✅ ⚙

✕

✕

✕

Update Users

✅

✕

✕

✕

Delete Users

✅

✕

✕

✕

Restrict / Deactivate / Reactivate

✅

✕

✕

✕

Update Roles & Permissions

✅

✕

✕

✕

Update User Groups

✅

✕

✕

✕

Update Own Details on Web

✅

✅

✅

✕

Update Bank Details

✅ ⚙

✕

✕

✕

Update Financial Details

✅

✕

✕

✕

Manage HR Details

✕ ⚙

✕

✕

✕

User Documents & Generated Docs

✅ ⚙

✕

✕

✕

User Notes

✅ ⚙

✕

✕

✕

User Records - Own

✅

Create only

Create only

Create only

User Records - Manage for Others

✕ ⚙

✕

✕

✕

Auditor Assignment

✅

✕

✕

✕

Disable Own 2FA

⚙

⚙

⚙

⚙

View & Update Settings

✅

✕

✕

✕

Charge Items

✅

View only

View list only

✕

Information Items

✅

View only

View only

✕

User Groups

✅

View list only

View list only

✕

Teams

✅

View only, can be leader

✕

✕

Record Types (Participant & User)

✅

View only

View only

✕

Imports

✅

✕

✕

✕

Billing & Subscription

Owner only

✕

✕

✕

API Keys

Owner only

✕

✕

✕

Webhooks

Owner only

✕

✕

✕

Self-Serviceable Features

Owner only

✕

✕

✕

Update Account Ownership

Owner only

✕

✕

✕

Manage 2FA for Other Users

Owner only

✕

✕

✕

Update Own/Admin Permissions

Owner only

✕

✕

✕

My Billable Hours Widget

✅

✅

✅

✕

Create Users

ON

Allows creating and inviting new users to the account. Also allows reactivating deactivated users. When disabled, the admin cannot add new team members. ↑ Matrix

User Records - Manage for Others

OFF

Allows viewing and managing user records across all users, not just their own. Also unlocks: User Records Report, and the ability to create, update, and delete User Record Types in Settings. ↑ Matrix

Access eSignatures Module

ON

Grants access to the eSignatures module. Also unlocks: creating, updating, and deleting signature requests; managing owned signatures; creating signatures for team members; and deleting signed requests. ↑ Matrix

Manage Signature Requests for Others

OFF

Allows viewing and managing signature requests created by other users. Requires: eSignatures access must also be enabled. ↑ Matrix

Access Finance Module

ON

Grants access to the Finance module. Also unlocks: Finance Dashboard, Staff Payments module, View Participant Invoices, Update Bank Details, Billable Charges Report, Staff Payment Batches and Settings, and Timesheet Batches. ↑ Matrix

Direct Charges

OFF

Allows creating and managing direct charges and recurring direct charges. Requires: Access Finance Module must also be enabled. ↑ Matrix

Manage HR Details

OFF

Allows viewing and managing HR details for users. Also unlocks: User Documents & Generated Docs, and User Notes. ↑ Matrix

Manage Calendar Events for Other Users

OFF

Allows creating and managing calendar events on behalf of other users. ↑ Matrix

Access Finance Module

ON

Grants access to the Finance module. Also unlocks: Finance Dashboard, Billable Charges Report, and View Participant Invoices (if also enabled at role level). ↑ Matrix

Access eSignatures Module

OFF

Grants access to the eSignatures module and the ability to create and manage their own signature requests. ↑ Matrix

Access Scheduling Module

OFF

Grants access to the Scheduling module. Also unlocks: View All Shifts, Create/Update/Delete Shifts, Manage Shift Status, Shift Approvals, Shift Board, Supports and Group Supports (full CRUD), Support Notes - All, Support Charges, Cancellation Reasons (view), Public Holidays (view), Activities, View All Availability, and Manage Others' Availability. ↑ Matrix

Direct Charges

OFF

Allows creating and managing direct charges and recurring direct charges. Requires: Access Finance Module must also be enabled. ↑ Matrix

Manage Calendar Events for Other Users

OFF

Allows creating and managing calendar events on behalf of other users. ↑ Matrix

Document Categories - Create

ON

Allows all Managers to create new document categories. ↑ Matrix

Document Categories - Update

OFF

Allows all Managers to update existing document categories. ↑ Matrix

Participant Tags - Create

ON

Allows all Managers to create new participant tags. ↑ Matrix

Participant Tags - Update

ON

Allows all Managers to update existing participant tags. ↑ Matrix

View Participant Invoices

OFF

Allows all Managers to view invoices on participant profiles. ↑ Matrix

View All Participants

ON

When enabled, the user can see all participants. When disabled, they can only see participants assigned to them. Also affects: participant alert, goal, and risk reports for all participants; plan manager participant visibility; organisation participant visibility; and contact participant visibility. ↑ Matrix

Delegate Tasks

OFF

Allows the user to delegate tasks to other users. ↑ Matrix

Access eSignatures Module

OFF

Grants access to the eSignatures module and the ability to create and manage their own signature requests. ↑ Matrix

Update Plans

ON

Allows the user to update participant NDIS plans. ↑ Matrix

Update Services

ON

Allows the user to update participant plan services. Note: creating and deleting services can also be restricted at the role level for all Team Members. ↑ Matrix

My Billable Charges

OFF

Allows the user to view their own billable charges report under Reports. ↑ Matrix

View All Contacts

ON

Allows all Team Members to view all contacts in the directory. When disabled, they cannot browse the contacts list. ↑ Matrix

View All Organisations

ON

Allows all Team Members to view all organisations in the directory. When disabled, they cannot browse the organisations list. ↑ Matrix

Create Services

ON

Allows all Team Members to create new services under participant NDIS plans. ↑ Matrix

Delete Services

ON

Allows all Team Members to delete services from participant NDIS plans. ↑ Matrix

Document Categories - Create

ON

Allows all Team Members to create new document categories. ↑ Matrix

Document Categories - Update

OFF

Allows all Team Members to update existing document categories. ↑ Matrix

Participant Tags - Create

ON

Allows all Team Members to create new participant tags. ↑ Matrix

Participant Tags - Update

ON

Allows all Team Members to update existing participant tags. ↑ Matrix

View Participant Invoices

OFF

Allows all Team Members to view invoices on participant profiles. ↑ Matrix

Disable Own 2FA (all roles)

⚙

Controlled by a provider-level setting, not per-user. When the provider allows users to disable their own 2FA, all users of any role can do so. Account Owners can always disable their own 2FA. ↑ Matrix

Message Managers / Team Members / Support Workers

ON

Per-role override controlling which roles a user can send direct messages to (Managers, Team Members, and/or Support Workers). Defaults to ON for all messaging targets. ↑ Matrix