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Settings overview
The Account area and its six tabs, and which settings are owner or admin only.
Last updated · 10 November 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.
Enlarge screenshot
Swipe across the enlarged image to read each part of the screen.
Owner settings are shown with Features selected. The two enabled financial modules are separate choices; the table below explains who can see each tab.
The tabs
| Tab | What it holds | Who sees it |
|---|---|---|
| Account | Your own profile (name, phone, sign-in email), your password, email preferences, 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 |
| Invoicing | Invoicing defaults, bank details and invoice communication, used when you generate invoices. | Provider owner |
| Subscription | Your plan. Everything is included while OneForce Care is in early access. | Provider owner |
| Integrations | Connect Xero and set payroll pay-item mappings. | Provider owner |
| Features | Workspace modules, mobile display and support choices, clock-in gates, reminders and compliance options. | Provider owner |
Note
Organisation appears for the provider owner and admins, though owners and admins see different content on it (see Organisation settings). Invoicing, Subscription, Integrations and Features appear only for the provider owner. Provider employees see only the Account tab.
Note
The old single Billing tab is gone. Its invoicing defaults now sit on Invoicing, and the
plan card has its own Subscription tab. Any link or note that says ?tab=billing should be
updated.
To open a tab directly, add ?tab= to the address (for example /account?tab=invoicing). 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.
Missing settings or a failed change
Only the owner can enable modules on Features. For example, Invoicing settings can be unavailable until invoicing is enabled; an employee’s screen permission does not grant owner-only setup access. Review Workspace features before starting work that needs billing or payroll. After saving a setting, wait for success and reopen the tab if the result is unclear. Do not repeat a financial action simply because an old tab has not refreshed.
For closing the organisation or retrieving records after closure, use Workspace recovery.