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Create User - Plan Manager or Director

Give Planability access to a Plan Manager or Director. 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

  • Choose between receiving Two-Factor Authentication codes via Email or SMS. If you have a mobile number, we highly recommend using SMS, as it offers a more secure method for authentication.

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
Providers Manage Provide Profiles - Create, Edit and Archive
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
Access the Monthly Claims Dashboard (Claims > Monthly 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
Service Agreement

View and modify all Service Agreement Information
  • 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).

Confirm Declaration, Save Profile and send Welcome Email

Next Article: Assign Associated Participants