Create User - Plan Manager

Give Planability access to a Plan Manager. Create a User Profile, selecting Security and Permission settings. A welcome email is sent automatically on completion.

Table of Contents:
Add a new Plan Manager
Security - 2FA
Elevated Permissions
Save and send Welcome Email

Add a new Plan Manager

You can add a new Plan Manager from either Users > Create User; or direct from Plan Managers, selecting Create Plan Manager from the top right of the screen.

From the main menu, select Users > Create User.
Select Plan Manager as the User role.
Enter First Name, Last Name and Email address (mandatory fields).

Complete any additional Contact Details.
a Mobile number is recommended as this can be used for Two-Factor Authentication to login. This is more secure than sending 2FA to an email address.

Security - 2FA

Two-Factor Authentication is required for ALL Plan Managers

Select either Email or SMS. If a mobile number is available, this is recommended as the most secure option.

Elevated Permissions

Plan Manager users have a restricted level of access, but elevated permissions can be enabled as required.

Select any appropriate elevated permissions for the Plan Manager

Elevated Permissions	When selected, Plan Managers will be able to:
Agency	Edit Agency Profiles View Usage Reports Manage Agency Contacts Manage Agency Credit Cards Claims > Monthly Claims
Providers	Manage Provide Profiles
Users	Manage other Plan Manager Profiles (including elevated permissions) View 'Created by' information on claims and notes. Create new Plan Manager user
Participants	View ALL participants regardless of association Archive Participants
Claims	View ALL claims (regardless of participant association) Cancel Claims and Cancel Claim Lines. Submit Batch Claims
Payments	Manage Payment Batches Generate ABA or BPay files
Sensitive Data Download	Download Participant data from Reports > Participant Records Access NDIS Remittance Report from Reports > Remittance Report

Under Opt-in Settings, automated emails will be selected by default. This allows emails such as new Plans, new Participants, Warnings etc to be sent to the Plan Manager for Associated Participants (see below).

Save Profile and send Welcome Email

Click Save
A Welcome Email will be automatically sent to the Plan Manager when the User profile is Saved.

Next Article: Assign Associated Participants