Suppliers · Article 4 of 4
Service agreements
In Navigator, the service agreement is a generated document that sets out the terms of the plan management arrangement with a participant. It's participant-facing, not supplier-facing.
What the service agreement is
The service agreement is generated from data already on file — Navigator builds it dynamically. There is no separate agreement record to edit. It's participant-facing, presented as the formal agreement for plan management. Suppliers are not party to this agreement.
For details on service agreements from the customer side, see The service agreement in the Customers section.
Where to find it
- Open the customer's profile.
- Click More… at the bottom of the sidebar.
- Select View service agreement.
- Download as PDF from the agreement page.
What it contains
| Information on the agreement | Where it comes from |
|---|---|
| Participant name, NDIS number, address | The customer profile |
| Primary contact name and details | The contact marked Primary contact |
| Organisation name and email | Account settings → Content & signatures |
| Organisation ABN | Plan management entity ABN |
| Signature block | Account settings → Email signature |
Updating the agreement
Because the agreement is generated dynamically, you update it by editing the source data — not the document itself.
- Participant details → edit the customer profile
- Primary contact → update who's marked primary on the customer-contact link
- Organisation details / signature → Account settings → Content & signatures
Sending the PDF
There is no automated delivery. Your team sends the PDF to the participant at the appropriate point in onboarding — typically when the customer's onboarding status is Pending service agreement.