Why do I need to add participants?
Adding participants is central to the client funds management process. By adding them as a user you;
- Reduce the risk of restrictive practices
- No longer need to issue statements
- Increase your transparency and trust as an organisation
Does every participant need an account?
A participant account is essential to;
- Create wallets to hold money of a participant
- Order participant or supporter cards
- Issue 1 click statements
- Manage Financial Management Plans
- Give access to parents or guardians
What if the participant does not have an email?
If a participant does not have an email you can use an email alias in SpendAble. To do this, you need to create a unique user name and use it with an @spendable.com.au email.
Example: John Smith is a participant that does not have an email. A Super Admin can create the account as usual but when inputting an email they just [email protected] as the email.
What if the participant does not have a phone number?
You will use a company owned mobile phone number. Make sure it is in the correct format too (+61413849023).
What should I use for the username?
The username needs to be unique and cannot be the same as the email in the system.
Example: John Smith is a participant. His username could be john.smith543
How do I add participants into SpendAble?
1. Click the 'Onboard User' button
2. Click 'Add Participant'
3. Fill out the contact details for the participant
5. You'll then be prompted to add a wallet
3. Name the wallet (i.e. Coffee Budget)
4. Add a description (i.e. Use this wallet for Coffee)
6. Select whether the wallet will be a General Wallet (a wallet that a SpendAble card is used to pay from) or a Cash Wallet (a wallet where you can manually track cash transactions)
7. Click 'Next'
8. You'll then be taken to the 'order card' screen.
9. Select whether the card is for a participant to use, or a support worker
10. Input the address you'd like to have the card delivered to
11. Click 'Order & Back to List' if you don't need to order another card, or 'Order Another Card' if you do need to order another card
12. You've successfully onboarded a participant!