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Managing Participants & Staff at a Site (Associated Tab)

The Associated tab is where you connect the people who live at (or linked to) the Site, and the staff who support or manage it. This creates a clear structure around each property so the rest of your Site tools, notes, documents, oversight, and billing.

Written by Sarah May
Updated over 2 weeks ago

Within Associated, you’ll be able to manage three groups:

Participants

This list represents the participants connected to the property. It’s the main driver of “occupancy” and is often the first thing teams check when they open a Site.

What You’ll See

Field

Description

Participant

Client’s name

Client Type

Funding type (e.g. NDIS)

Email

Contact email

Phone

Contact number

Age

Participant’s age

Add a Participant

  1. Go to the Associated tab

  2. Select Participants

  3. Click + Participant

  4. Choose or add a participant

  5. Save

Support Staff
These are the staff who deliver support services at the property. This list is useful for visibility, handovers, and general site management. Even when you roster shifts, having a reliable “who supports this house” list gives managers and coordinators a clear starting point and allocation of shifts.

What You’ll See

Field

Description

Staff Member

Name of the staff

Employment

Employment type (e.g. Employee)

Gender

Gender of staff member

Phone

Contact number

Status

Active or Inactive

Add Support Staff

  1. Go to Support Staff

  2. Click + Support Staff

  3. Select the staff member

  4. Save

Admin Staff
Admin staff are typically the internal team members who need access to oversee the house (for example coordinators, house leaders, or office staff). This keeps the site’s operational ownership clear.

What You’ll See

Field

Description

Staff Member

Name of admin staff

Role

Role (e.g. Superadmin)

Phone

Contact number

Status

Active or Inactive

Add Admin Staff

  1. Go to Admin Staff

  2. Click + Admin Staff

  3. Select the staff member

  4. Save

Actions

Each row includes an Actions (•••) menu where you can:

  • Edit association

  • Remove the person from the home

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