Account & Settings

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

Last updated About 2 months 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

Under the Participant section, you’ll see the name of the participant linked to your Capsure account.

If you are the participant

If you manage your own invoices, you’ll see your own name listed as the participant.

If you accidentally added yourself as the participant, that’s completely fine —
it does not interfere with claiming and does not impact your NDIS plan in any way.

You can leave it as is.

If you’d still like the participant name updated, please contact us via the in-app chat and we can help.

If you’re a nominated representative

If you manage invoices on behalf of someone else, you can update the participant’s name at any time.

Good to know:

  • The participant name does not affect claiming or invoice processing

  • It can be initials, a nickname, or a code name

  • This can be useful if you’re conscious of privacy

  • You remain the nominated representative for the participant

Updating the participant name is purely for your own organisation and reference.

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.

Participants per account

At the moment, each Capsure account supports one participant.

We’re exploring the option to allow multiple participants to be managed under a single account in the future.

If this is something you’d be interested in, please let us know using the Give Feedback feature — your input helps shape what we build next.

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.