Organisation settings

Business name, logo, ABN, optional NDIA organisation ID and address; the Organisation tab also holds Role-based access.

Last updated · 10 November 2026

The Account›Organisation tab holds your business details. They appear on your invoices and claims, so keep them accurate. Below the business details, the same tab holds the Role-based access section; see Roles and permissions.

Note

The Organisation tab is shown to the provider owner and admins, but they see different things on it. Only the owner sees the Business details card below. Owners and admins both see Role-based access.

Organisation form shows Banksia’s name and separate ABN, ACN and NDIA organisation fields; no identifiers are invented. — 1Use your organisation’s actual trading or business name.
2A valid organisation ABN is required. This fictional workspace deliberately leaves it blank.
3Enter this only when it applies to your organisation; it is separate from the ABN.
Banksia’s saved name is shown with separate identifier fields. The fictional workspace leaves ABN, ACN and NDIA organisation ID blank; use your own verified identifiers.

Business details

Field	Required	Notes
Logo	No	Select Change logo, then any image file up to 500 KB (PNG or SVG hold up best). It saves the moment you pick the file.
Business name	Yes
Your provider role	Read-only	Shows your role, for example Owner.
ABN	Yes	11 digits, validated against the ATO checksum.
ACN	No	9 digits when present.
NDIA organisation ID	No	Enter the ID as issued. Required before saving an NDIA-managed plan.
Address	Yes	Start typing and choose the match, or select Enter address manually.
Website	No	A full URL, for example https://example.com

Select Save. You see Business details saved. If a field is wrong, the first problem is shown as a message, for example Enter a valid ABN.

If you add an NDIA-managed plan, enter the provider’s NDIA organisation ID first. The plan form directs you back to Account›Organisation when it is missing or invalid.

The logo is the one exception: it saves on its own when you choose the file, with the toast Logo saved. It does not wait for Save.

Tip

Scroll down for Role-based access: see Roles and permissions to create roles and assign provider employees to them. If you’re an admin rather than the owner, Role-based access is all you’ll see on this tab.

Close or recover a workspace

The owner can use Danger zone > Delete workspace. Business access stops immediately after confirmation, followed by a 30-day (720-hour) recovery and download period. The owner can reactivate eligible closures from Workspace recovery before the displayed deadline and reconnect Xero separately. Read Close, recover or download a workspace before confirming. Closing does not settle financial obligations.

Check which business detail needs changing

Use Business name for the organisation, not your personal profile name. Your provider role is a read-only access label. ABN, optional ACN and NDIA organisation ID are different identifiers; copy each from its own verified source rather than entering the same number in all three fields. Registration choices under Features are a separate record of the supports the organisation is registered to deliver.

When using Enter address manually, complete Address, Suburb, State and Postcode and check them before Save. A logo change saves immediately on file selection, while the text fields use Save. After Business details saved., reopen the tab and inspect the saved values. Changes to current business details do not rewrite an issued invoice’s frozen information.