Account & Settings

Your account settings let you manage personal details, participant information, and security options for your Capsure account.

Last updated 14 days ago

This article explains:

  • How to access Account settings

  • What you can update

  • What happens if you delete your account

How to access Account settings

On desktop, you can access Account settings from the main navigation.

To get there:

  1. Click the three-dot menu at the bottom of the left-hand navigation

  2. Select Account

On mobile, you can access Account settings using the main menu.

  1. Tap the menu icon

  2. Tap Account

Updating your personal details

Under Personal details, you can update:

  • Your first name

  • Your last name

These details are used for display purposes within Capsure and can be updated at any time.

Updating the participant name

You can change the participant name linked to your Capsure account at any time.

To update it:

  1. Go to Account

  2. Scroll to the Participants section

  3. Click Edit name

  4. Update the first and last name

  5. Click Save

Why would I change the participant name?

The participant name is used throughout Capsure to help you organise invoices and claims.

For example, you may want to update it if:

  • You manage invoices on behalf of someone else and want their name displayed instead of your own

  • The name was entered incorrectly during account setup

  • The participant's name has changed

Why is my own name showing?

If you selected Nominee during account creation, Capsure initially uses the account holder's name as the participant name. This is simply a starting point—you can change it to the participant's name at any time from the Participants section.

Good to know

  • Changing the participant name does not affect your NDIS plan or claiming.

  • It is for your own organisation and reference within Capsure.

  • You can update it whenever you need to.

Changing your password

You can change your account password at any time from the Manage account section.

This updates the password you use to log in to Capsure.

Deleting your account

If you no longer wish to use Capsure, you can permanently delete your account.

Before deleting, it’s important to understand what this means.

Deleting your account will:

  • Permanently delete all stored invoices

  • Permanently delete your Capsure email address

  • Remove your login access

  • Remove your access to Claim Wizard

Once deleted, this action cannot be undone.

Ending your subscription (without deleting your account)

If you just want to end your subscription, you can do this from the Billing tab.

Your account will remain active, but you won’t be able to add new invoices unless you start a new subscription.

A note on record keeping

The NDIS requires self-managers to keep invoices for at least 5 years.

An active Capsure account helps keep your records accessible in case of an audit.

If you choose to delete your account, make sure you’ve downloaded and stored any invoices you need beforehand.

That’s Account & settings!

If you understand:

  • How to access Account settings

  • What details you can update

  • What happens when an account is deleted

…then you know everything you need to manage your Capsure account safely and confidently.