Settings overview

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

Last updated · 25 June 2026

Your account and workspace settings live under the avatar menu in the top right. Select it and choose Account .

The Account area with tabs for Account, Security, Organisation, Invoicing and Features.

The Account area has tabs:

Account, your own profile.
Security, your password and two-factor authentication, plus, for admins, role-based access.
Organisation, your business details and NDIS catalogue.
Invoicing, the invoice and bank defaults used for billing.
Features, optional workspace features.

Some tabs are limited: only the owner, or an admin with Settings access, can change the organisation, invoicing and feature settings. Everyone can manage their own profile and security.