System administration
Instructions for system administrators.
- Activate Salesforce integration for mobile
- Activate shift acceptance for mobile app users
- Add a GST code
- Add a new rate to a service
- Add a new rate type
- Add a new service
- Add or remove fields from the Client Summary PDF
- Add shift messages to the Lumary desktop app
- Allow the transfer of extracted SD records
- Allow users to apply for leave using the Salesforce mobile app
- Assign a profile to an existing user
- Assign permission sets
- Automatically apply new rates
- Automatically apply updated NDIS rates
- Change the default rates for NDIS activity based transport and non-labour travel
- Check the status of a scheduled automated process
- Create a new service general ledger (GL) code for DVA extracts
- Create a new user
- Create a site
- Enable claiming for cancellation, non face-to-face activities, travel and/or NDIA reporting
- Enable funding management selection at the line item level of NDIS-funded service agreements
- Enable service deliveries transfer
- Enable sessions in the past
- Grant users with an advanced profile access to Lumary settings
- Help and training resources for managing the system
- Jobs that can be scheduled to automate processes
- Licences: Assign a licence for a package
- Licences: Bulk assign package licences to users
- Licences: Check available Salesforce licences
- Link a service to a site