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Workspace features

The nineteen toggles on the Features tab, grouped into Modules, Scheduling, Integrations, Communication and Compliance.

Last updated · 2 August 2026


The Account Features tab switches capabilities on or off for your whole workspace. There are nineteen toggles, in five cards: Modules, Scheduling, Integrations, Communication and Compliance.

Note

The Features tab is shown to the provider owner. Changing a toggle also needs Settings edit access; without it the toggles are greyed out and the tab ends with “You need Settings edit access to change features.”

There is no Save button. Each toggle saves on its own, with a message such as Breaks enabled. or Breaks disabled.

The whole Features tab: a Modules card with eight toggles, a Scheduling card with five, an Integrations card with the Xero switch, a Communication card with Announcements, and a Compliance card with four NDIS registration and skills gates.

The full registry, top to bottom. Everything in Modules, Scheduling, Integrations and Communication is on by default; everything in Compliance is off until you turn it on.

Modules

“Turn whole areas of the workspace on or off. On by default.”

Switching a module off hides that whole area from everyone in the workspace, so use it to strip the app back to the parts you actually run.

ModuleWhat it covers
PayrollRun weekly pay, SCHADS rates and timesheet exports.
Invoicing, claims and paymentsGenerate invoices, submit NDIS claims and reconcile payments.
IncidentsRecord and manage incident reports.
TasksAssign and track office and NDIA-report tasks.
ReportsBuild and export operational and compliance reports.
Documents and e-signingStore documents and send them for electronic signature.
IntakeManage the participant referral and intake pipeline.
DirectoryKeep a contact directory of external stakeholders.

All eight are on for a new workspace.

Scheduling

“Optional scheduling capabilities for your workspace.” All five are on by default.

The Features tab scrolled to the Scheduling card, with Breaks, Travel capture and Repeat shifts switched on, Geofencing switched off, and the Clock-in window toggle carrying a minutes box reading 3000 before its switch. The Integrations card (Xero) and Communication card (Announcements) sit below it, with the top of the Compliance card just in frame.
1 Geofencing: a support worker has to be within 150 m of where the shift starts before their app will let them clock in. Switched off in this workspace.
2 Clock-in window: how early a support worker can clock in before the scheduled start.
3 The minutes box that rides on the Clock-in window toggle. This workspace has set it to 3000 (just over two days); the default on a new workspace is 5.
4 A switch, here the one for Travel capture. Every switch on this tab saves the moment you flip it, so there is no Save button anywhere on the page.
  • Breaks: let support workers log breaks on a shift. Break time shows on the timesheet and is excluded from billable hours.
  • Travel capture: capture provider travel and participant transport on shifts for billing and payroll. With it off, no travel is offered on the phone and there is no travel to review on an assignment.
  • Repeat shifts: let schedulers create a repeating series when adding a shift. With it off, the Repeat tickbox disappears from the Add shift form.
  • Geofencing: see below.
  • Clock-in window: see below.

Geofencing

“Support workers must be within 150 m of where the shift starts to clock in.”

With this on, a worker who is not near the shift cannot start it. Three details matter:

  • It is the address the shift starts at, not the destination. On a direct-support shift that is the shift location. On a group shift it is the first pickup, because that is where the run begins. Only that first address is checked.
  • A shift whose address could not be placed on a map is not checked at all. The check fails open rather than stranding a worker at a site the platform could not locate. The shift form tells your scheduler when that has happened: the Geofencing field on the shift reads On, address not mappable.
  • The 150 m radius absorbs GPS drift, and the phone’s own accuracy figure is credited against it up to 100 m, so a worker with a poor fix is not blocked for being a few metres out. The credit is capped deliberately: a phone reporting 500 m of error is guessing from a mobile tower rather than reading a position, so it is still only allowed the 100 m.

A worker who is out of range sees a Clock in blocked message naming the place to head for. If you switch geofencing off, the app never asks your workers for their position at clock-in at all.

Clock-in window

“How early a support worker can clock in before the scheduled start.”

The number beside the toggle is the number of minutes. The default is 5. You can set anything from 0 up to 4320 minutes, which is three days, so a provider who publishes a roster well ahead can let workers clock in from the moment the shift is real to them. Saving shows Support workers can clock in 5 minutes early.

Before the window opens, the worker’s clock-in control is locked and counting down. Turning the toggle off removes the limit entirely.

Tip

Both gates are workspace-wide policy, not a per-shift choice, so nobody has to answer the same question on every shift. Each shift still shows what applies to it: see the read-only Geofencing and Clock-in window fields on the shift form in Create a shift.

Integrations

  • Xero: “Master switch for the Xero integration. Turning it off hides every Xero action even while an organisation stays connected.” On by default. Use it to pause the integration without disconnecting: see Integrations.

Communication

  • Announcements: “Post workspace announcements to your team.” On by default. With it off, the announcement composer disappears from the Notifications page.

Compliance

“NDIS registration and worker-qualification gates.” All four are off until you turn them on, and leaving them off is what keeps the platform blocking claims your organisation is not registered for.

ToggleWhat turning it on means
Registered for Module 2A (Behaviour Support Plans)Your organisation is registered and assessed for NDIS Practice Standards Module 2A. Off blocks claiming Intensive and Complex Behaviour Supports.
High intensity worker-skills gateWarn when a worker without recorded High Intensity Support Skills is assigned to a high-intensity shift.
Registered for High Intensity Daily Personal Activities (0104)Your organisation is registered for NDIS registration group 0104. Off blocks claiming high-intensity supports.
Registered for Community Nursing Care (0114)Your organisation is registered for NDIS registration group 0114. Off blocks claiming nursing supports.

Watch out

Turn on a Compliance toggle only once your organisation genuinely holds that registration or skill record. These are the gates that stop a claim you cannot substantiate reaching the NDIA.