User Roles and Permissions

Understand the different User Roles and Associated Contacts of Participants

Table of Contents:
What is a User Role
Elevated User Permissions
Is there a limit to the number of Directors and Plan Managers we can have?

What is a User Role?

A User Role determines what a User can see and which actions they can take. We've outlined the differences between the roles below so that you can properly assign User Roles to members of your team, your participants and their associated contacts.

User Role	Summary of Permissions
Director	Directors have full access to the Agency Setup and Usage reports; control of all Users; Payment; Monthly Claims. They have access to all Plan Managers, Participants and Plans.	Typically, this individual is responsible for overseeing the implementation of the Planability software within their Plan Management Agency. They are trusted to manage their Users and to generate Batch Payments.
Plan Manager See also Elevated Permissions below	Plan Managers have access to create and view Service Bookings; view Service Agreements; create and process invoices for payment; search for and add new Plans; and send remittance advice to Payees.	Access and visibility is restricted to the Participants whose plans they are assigned to manage. (unless elevated Participant permission is ON). Email notifications are received for associated Participants.
Participant Access via Web browser and Planability App	Participants have 'read only' access to view their own Plans including an up-to-date Budget vs Actual; submitted claims, claims pending approval, cancelled claims. Generated statements are available for download. Notes are not visible.	The Budget Summary can be exported as a PDF. View Claim Details Page View and download Documents.
Carer / Support Coordinator Access via Web browser and Planability App	Carers and Support Coordinators have 'read only' access to view their associated Participant's Plans giving an up-to-date Budget vs Actual summary and the status of claims. Statements can be generated on Demand. Notes are not visible.	If they are associated with multiple Participants in the platform they will have access to view all Participants from one login. Support Coordinators can generate Budget Forecast Reports.
Contact	A Contact can be added on the Participant Details page. They do not have login access to Planability. Can be identified as a Claim Approver.	Usually someone who does not have permission to view the budget. A record of an additional contact for the Participant.

Elevated User Permissions

There are additional elevated permissions available for the Plan Managers allowing Agencies to grant / remove access to certain functions and views for individual Plan Managers.

Of note:

Agencies can prevent individual users with Plan Manager access from cancelling claims; and from creating / editing Providers.
Agencies can grant access for individual users with Plan Manager access to create Payment Batches and download ABA and BPay files.
Agencies can grant access for individual users with Plan Manager access to create and edit Service Agreements

Hover over the (i) icon for a tool tip - describing the permissions granted for each option.

Elevated Permissions	When selected, Plan Managers will be able to:
Agency	Edit Agency Profiles View Usage Reports Manage Agency Contacts Manage Agency Credit Cards Manage Monthly Claims
Providers	Manage Provide Profiles
Users	View, edit and create other Plan Manager Profiles (including elevated permissions) View 'Created by' information on claims Associate Participant to Plan Managers
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 View Remittance Report
Sensitive Data Download	Download participants data from Reports > Participant Records Access NDIS Remittance Report : Reports > Remittance Report
Service Agreement	View and modify all Service Agreement Information

Is there a limit to the number of Directors and Plan Managers we can have?

There must be at least one Director for your account, and you may have multiple people with Director user access.

Your account will grow with your business. As you increase the number of NDIS Participants that you manage, you can also increase the number of Plan Managers in your account. There is no extra cost for extra Plan Managers. You are simply invoiced at a flat rate per participant.

Next article: Create User - Plan Manager