System administration

Add and manage users

• Profiles
• Permission set groups
• Create a new user
• Activate flows on a user's account
• Licences: Check available Salesforce licences

Change a record layout

• Add a tab and/or component to a customised Lightning page layout

Lumary DC settings

• Allow SD records to be created before client approval
• Allow the transfer of extracted SD records
• Avoid issues with Salesforce configuration and settings
• Control attempts to start multiple sessions in the mobile experience
• Create a case note template
• Enable service deliveries transfer

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Rates, services and sites

• Create a site
• Link a service to a site
• Add accommodation services to a site
• Add a new service
• Add a rate to a service
• Add a new non-NDIS support category

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