Admin
Resources for administrators managing users, permissions, settings, and organisation-wide configurations. This section covers the tools needed to control access, maintain security, and keep your Diversity Sync’d environment running smoothly.
By Windolyn and 3 others4 authors44 articles
- Billing and Subscription ManagementLearn how to view your subscription, billing period, AI credit usage, payment method, and invoices from the Admin Billing page.
- NotificationsLearn how to send, search, filter, and review company-wide broadcasts from the Admin Notifications page.
- Managing IntegrationsLearn how to view available integrations, check connection status, and connect Xero from the Admin Integrations page.
- Managing UsersLearn how to view, filter, invite, and manage users from the Admin Users page, including roles, MFA status, account access, and user actions.
- API KeysLearn how to create, search, filter, and manage API keys for programmatic access to the Diversity Sync API.
Roles & Permissions
A detailed guide to setting user roles and controlling access across your organisation. Learn how permissions work, how to assign them, and how to ensure staff have the correct level of access to features and information.
- PermissionsUnderstand how system permissions define what each role can access and perform in Diversity Sync’d. This section lists all available permissions and their functions to help administrators assign roles safely…
- Create Organizational RolesLearn how to create a custom role, assign permissions, and add staff members from the Admin Roles page.
- Create and Assign a RoleManage user access by assigning staff members to a role in the Admin panel. Roles control what each staff member can view, access, and manage within Diversity Sync’d. This guide…
- Managing RolesLearn how to view, create, edit, archive, and manage roles and permissions from the Admin Roles page.
Accounts
Manage user accounts and organisation details. Learn how to update account information, handle login access, reset credentials, and keep your team’s profiles accurate and up to date.
- Reset Another User's PasswordUse the Admin panel to reset another user’s password when they need help regaining access to their account. This guide explains how to find a user, open their options menu,…
- Reset Another User's MFAReset another user’s MFA from the Admin > Users area when they lose access to their device and need to set up multi-factor authentication again.
- How to Unlock a User AccountUnlock user accounts that have been locked due to failed login attempts or security triggers. Learn who can unlock users, how to restore access, and what to do if issues…
Logs
Track key actions and activity across your organisation. This section explains how logs work, what information is recorded, and how admins can review events for auditing, troubleshooting, and compliance purposes.
Configuration
Set up and customise Diversity Sync’d to suit your organisation’s needs. This section covers system settings, organisational preferences, branding options, and essential setup tasks.
- Configure Leave SettingsConfigure leave approvals, open-shift behaviour, leave types by employment type, and notification recipients so leave requests work correctly across your organisation.
- Clock Off Check ListCreate and manage custom checklist items that appear when staff clock off from shifts. This helps remind staff to complete important tasks before ending their shift.
- Updating Your Company NameKeep your organisation’s details accurate by updating your company name within the system. Adjusting this information ensures your invoices, records, and communications reflect the correct business name.
- Adding Your Company ABNUpdate your organisation’s billing details by adding or editing your company ABN and name to ensure accurate information is used for all invoices.
- Configure Custom BranchesSet up and manage custom branches to represent different work locations across your organisation. Branches help organise staff by location and can also be used for branch-specific public holidays, roster…
- Enable Public Staff ID CardsLearn how to enable Public Staff ID Cards so authorised admins can create short-lived, shareable staff ID card links.
- Adding / Editing NDIS Billable ItemsLearn how to upload, review, and manage NDIS billable service items in Diversity Sync’d using the latest NDIS Support Catalogue
- Roster ColoursLearn how authorised users create and manage roster colour rules that visually identify shifts by day, leave status, worked status, contract status, employment type, shift role, or leave type.
- General Configuration SettingsLearn how to manage general organisation settings, clock on and clock off checklists, branches, and staff certificates from Admin Configuration.
- AI Configuration SettingsLearn how to enable AI features for your organisation and review DS AI usage, pricing, monthly caps, billing, and included AI tools.
- Security Configuration SettingsLearn how to enforce multi-factor authentication so all users must set up MFA before accessing Diversity Sync'd.
- RCS Configuration SettingsLearn how to configure Reportable Conduct Scheme settings, statutory deadlines, reporting contacts, and reportable conduct categories.
- Configure Clock On ChecklistSet up checklist items that staff must review when clocking on or clocking off from shifts.
- Avatar Approval SettingsSet up profile photo approval so staff avatar uploads can be reviewed, approved, or rejected before going live.
- Configure Certificates on AdminLearn how to add, update, and remove staff certificate types in Admin Configuration so they can be assigned to staff profiles.
- InvoicingGuides for managing invoicing settings, NDIS claims, billable items, plan managers, bulk uploads, approvals, and invoice-related configuration in Diversity Sync'd.7 articles
- Roster ConfigurationSet up roster defaults, shift roles, roster colours, site view hours, allowance warnings, clock adjustment rules, and public holidays for your organisation.9 articles