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Multi-Location / Multi-Business Support

For providers with shared staff, casual teams, or managers working across services, MyCaseNote offers a practical way to manage multiple providers without mixing records. The platform supports multi-business access with separate roles, participants, and notes for each provider context.

Included in every plan

01

One login, cleaner switching

Staff can switch between businesses without logging in and out of different systems.

02

Separate roles per provider

The same person can have different permissions depending on the business they are working in.

03

Clear data separation

Participants, users, permissions, and case notes stay tied to the selected business context.

What to know about multi-business support

Support staff across multiple providers with separate business context, separate permissions, and clean data separation from one login.

What multi-location support means for NDIS providers

Multi-location or multi-business support lets one user work across more than one provider context without mixing participant records, permissions, or case notes. It is useful when shared staff, casual teams, or managers move between organisations.

  • Let staff switch between provider contexts from one login.
  • Keep participants, notes, and settings separated by business.
  • Reduce the need for separate accounts for the same user.

Who is this for?

This is for NDIS providers with shared staff, regional teams, multiple business entities, or service leaders who work across more than one provider setup.

  • Shared managers supporting multiple providers.
  • Casual or contract staff working across business contexts.
  • Provider groups that need one login with clear separation.

Why business separation matters for compliance

Business separation matters because providers need participant records, roles, and permissions to remain in the correct organisational context. Cleaner separation reduces confusion and supports stronger governance when staff move between providers. That works best when providers combine it with NDIS access control software and staff onboarding across providers.

  • Keep participant information in the right provider context.
  • Avoid cross-provider access confusion during documentation.
  • Support clearer governance for shared staff arrangements.

How MyCaseNote helps with multi-business support

  1. 01Join another business
  2. 02Switch your workspace
  3. 03Work within its permissions

Use multi location NDIS software across multiple providers

When people ask for multi location ndis software, they often need a clean way to support work across more than one provider without data overlap. MyCaseNote is built for multi-business access from one login.

  • Let staff belong to more than one business.
  • Switch business context in the app.
  • Reduce the need for separate accounts per provider.

Move between providers. Keep each context clear.

How MyCaseNote separates roles, participants, and notes by business

MyCaseNote ties roles, participant visibility, service stream permissions, and case notes to the selected business. That means the same person can have different access in different providers while records stay cleanly separated. It also supports service stream permissions by provider and role-based access for shared teams.

  • Set different roles for the same user in different businesses.
  • Apply separate participant and service rules per provider.
  • Keep notes and settings attached to the right organisational context.

Keep access rules separate in each business

A worker might need broad access in one provider and restricted access in another. MyCaseNote ties roles and permissions to the selected business so one access level does not have to fit every organisation.

  • Set different roles for the same user in different providers.
  • Apply separate participant and stream rules per business.
  • Keep managers in control as staff move between services.

Keep participants and notes separated by provider

Multi-business support only works if records stay cleanly separated. MyCaseNote keeps each provider context distinct so users see the right participants, settings, and case notes for the business they are working in.

  • Separate participants, notes, and staff settings by business.
  • Avoid cross-provider confusion during documentation.
  • Keep records in the correct organisational context.

Multi-Business Support:
your questions answered.

Clear answers before you get started.

Can one user belong to multiple providers in MyCaseNote?

Yes. Users can belong to multiple businesses and switch between them from the app, which is useful for casual workers and shared managers.

Can the same user have different roles in each provider?

Yes. Roles and permissions are tied to each business, so someone can have different access levels depending on the provider they are working with.

Does multi-business support keep records separate?

Yes. Participants, case notes, users, and permissions remain separated by business context so records do not get mixed across providers.

Related features for NDIS providers

Staff Access Control

Combine workspace roles, Service responsibilities and note permissions to keep participant information within each person’s authorised scope.

Staff Onboarding

Invite new team members or add existing users to your business with role setup, participant restrictions, service stream permissions, and participant assignments.

Service Management

Connect participants, teams and documentation through Services, with Service-specific templates and permissions that match each person’s work.

Back to all features

More clarity for your team.
More focus on care.

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