Set Up NDIS Permissions

Overview

Learn how to set up NDIS permissions for users
Restrict NDIS changes to authorised users
Maintain financial and operational control over NDIS processes

Note: When setting up NDIS for the first time, the user performing the setup must have the NDIS Admin permission assigned. This permission provides full administrative access to all Wiise for NDIS features, allowing the user to configure connections, setup options, and manage NDIS functionality.

Why set up NDIS Permissions?

NDIS permissions control what users can view or manage within the Wiise NDIS features. Assigning the correct permission set ensures users only access the functionality required for their role.

The following permission sets are available for Wiise NDIS:

Permission Set	Access Level	Description
NDIS BASIC	Read only	Users can view NDIS dashboards and pages but cannot edit or run actions.
NDIS SETUP	Modify setup	Users can configure NDIS system settings in Wiise NDIS Setup and Wiise NDIS Azure Setup.
NDIS PRODA CONNECTION	Manage connection	Users can configure and manage the NDIS PRODA connection.
NDIS PRODUCT CATALOGUE	Manage catalogue	Users can import and maintain the NDIS product catalogue and manage notifications.
NDIS PAYMENT REQUEST	Manage payments	Users can create and manage NDIS bulk payment requests.
NDIS REMITTANCE ADVICE	Manage remittance	Users can manage remittance advice setup and remittance import logs.
NDIS ADMIN	Full access	Users have full access to all NDIS setup, operations, and dashboards.

Understand Wiise for NDIS Permissions?

The table below shows what each permission set allows users to do.

Understand the Recommended NDIS Permission Roles?

The table below shows common permission assignments based on user roles in your NDIS business:

Role	Recommended Permission Set	Reason
Finance officer	NDIS PAYMENT REQUEST	Allows the user to create and manage NDIS payment requests.
Finance administrator	NDIS REMITTANCE ADVICE	Allows the user to import and manage remittance advice from NDIS.
System administrator	NDIS ADMIN	Provides full control over all NDIS configuration and operations.
Integration administrator	NDIS PRODA CONNECTION	Allows the user to manage the PRODA device and connection setup.
Catalogue administrator	NDIS PRODUCT CATALOGUE	Allows the user to import and manage the NDIS product catalogue.
Operations staff	NDIS BASIC	Allows users to view dashboards and monitor NDIS activity without making changes.

Note: Best Practices for NDIS Permissions

To maintain strong security and system control you'll need to:

Assign NDIS BASIC permissions to most users who only need to view information
Restrict NDIS ADMIN permissions to a small number of administrators
Separate financial permissions between payment processing and remittance management
Regularly review permission assignments to ensure users only have access required for their role

This approach helps protect financial processes and ensures that NDIS system configuration is only managed by authorised users.

Need more help?

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.