Edit a Participant:

In your Account Settings, go to Participants. Click on the participant you want to update.

From here you can:

  • Change their picture
  • Change basic information
  • Update their Address
  • Update their NDIS plan details

 

Add a new Participant:

In your Account Settings, go to Participants and click the Add Participant box.

This will let you set up a new Participant for your account.

 

Update a Participants NDIS Plan:

When updating a new plan, select Self or Plan Managed.

For Self Managed, click the box to choose and upload a file.

For Plan Managed, select your Plan Manager from the list. 

Make sure the plan dates are correct.