Settings overview

The Account area and its five tabs, and which settings are owner or admin only.

Last updated · 3 July 2026

Your account and workspace settings live under the avatar menu at the top right. Select your initials, then choose Account. The page opens with a row of tabs across the top.

1 2

1 Account: everyone on your team sees this tab.

2 Organisation, Billing, Integrations and Features: owner only (Organisation also shows for admins).

The tabs

Tab	What it holds	Who sees it
Account	Your own profile (name, phone, sign-in email), your password, and your two-factor authentication. Owners also see workspace-wide 2FA enforcement here.	Everyone
Organisation	Owners: business details, logo, ABN and NDIS registration. Owners and admins: the Role-based access section for provider employee roles.	Owner and admin
Billing	Invoicing defaults used for billing, plus a Plan & subscription placeholder.	Provider owner
Integrations	Connect or disconnect Xero.	Provider owner
Features	Optional workspace capabilities you can switch on.	Provider owner

Note

Organisation appears for the provider owner and admins, though owners and admins see different content on it (see Organisation settings). Billing, Integrations and Features appear only for the provider owner. Provider employees see only the Account tab.

To open a tab directly, add ?tab= to the address (for example /account?tab=billing). If no tab is set, or the tab named isn’t one you can see, the Account tab opens first.

Tip

Start with your own details on the Account tab, then set your password and two-factor authentication further down the same tab.