Edit a participant profile

How the profile is organised, and a guide for every tab.

Last updated · 25 June 2026

Open a participant from Participants to edit their record. The profile opens as a set of tabs. Each tab is its own section and saves on its own, so you can complete the record gradually.

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1 The tabs. Select one to work on that part of the record.

2 Save profile saves the tab you are on.

The Details tab holds the same personal, contact and address fields as the create form (see Create a participant for the full list). Edit anything and select Save profile.

The other tabs each have their own guide:

Participant contacts
NDIS plan
Service agreements
Consent
Goals, Risks and Preferences
Budget utilisation and Financial
Notes and Audit trail

The Shifts, Tasks, Incidents and Documents tabs show that participant’s records from those modules. You manage them from their own areas of the platform.