Settings · Article 1 of 5
Account settings overview
Account settings control how Navigator behaves for your organisation — from how emails are sent to how automations run.
Where to find settings
Accessible from the left navigation menu. Select Settings to open the area. You'll see a list of sections on the left.
Who can access settings
Most settings require an administrator role or equivalent permissions. If you can see the menu but can't edit some sections, your role may be view-only.
Settings sections
Content & signatures
Your organisation's outgoing communication details — sender email, sender phone number, email signature, account name, contact details as they appear in generated documents.
Automations
Build and manage automation rules. See Automations setup guide.
Templates
Saved email templates. See Email templates.
Tags
Custom tags. System tags are managed by Navigator automatically — this section is for additional custom tags your organisation uses.
Users
All team members with access to your account. Administrators invite, update roles, and deactivate accounts. See Team members & roles.
PRODA
NDIS PRODA integration configuration. Configured by your administrator — incorrect configuration will affect claim submission.
Account-level behaviour settings
- Monthly fees — master switch for charging fees
- Partial monthly fees — whether fees can be charged partially
- Budget alerts — whether threshold alerts are generated
- Budget alert notifications — whether alerts are sent to customers automatically
- Archive emails with tasks — auto-archive source emails when a task is created
- Create email task — auto-create a task for every incoming email
See Email & communication settings and Configuring monthly fees.