Rostery
CommunicationFamily Portal

NDIS Family Portal

Families sign in to see a participant's upcoming shifts and recent activity, and only the notes, workers and documents you choose to share.

  • Upcoming shifts
  • Recent activity
  • You choose what's shared
  • Web and app
What the family sees, and what they do not

What families ask the office

Each of these is a phone call the portal can answer.

Who is coming

Which worker is supporting their family member today.

When

The times of this week's shifts.

How it went

What happened on the last shift.

Who is this worker

A name and a face for a new support worker.

Copies of paperwork

Plans, agreements and reports they have been promised.

Changes

Whether a shift has moved or been cancelled.

Families want to know who is coming, when, and how the day went. Without a portal those questions come to the office by phone. Rostery's family portal lets a family member see it for themselves, on the web or in the Rostery app, from the same shifts and notes your workers record.

How the family portal works in Rostery

From the participant's profile, invite a family member with their name, email, relationship and phone. They get an email link to set a password, then sign in on the web or in the Rostery app. They see a timeline of the last 30 days of activity and the upcoming shifts, and whatever else you allow.

You decide what is shared. In Settings, an administrator switches on what families can see across the organisation: the support workers, progress notes (private notes are never shown), the participant's profile and documents. Documents are then shared one at a time with a Shown to family switch. You can resend an invite or revoke access at any time, and a revoked family member is signed out straight away.

How the portal handles it

1

Invite from the profile

Add the family member's name, email, relationship and phone. They set a password from the email link and sign in on the web or in the Rostery app.

2

What families see

A timeline of the last 30 days and the upcoming shifts, read from the same roster and notes your workers use.

3

You choose what's shared

Switch on support worker profiles, progress notes, the participant's profile and documents for your organisation. Private notes are never shown, and each document is shared on its own.

4

Access you control

Resend an invite or revoke access at any time. Repeated failed sign-ins are blocked, and sessions end after 7 days.

See Family Portal in action

Exactly which information the portal exposes
Exactly which information the portal exposes

Who it's for

Families and guardians

See the week's shifts and recent activity without calling the office.

Office staff

Invite family members, share documents and revoke access when things change.

Participants

Their private notes stay private, and only what you choose is shared.

Before you invite families

  • The participant agrees to their information being shared
  • Only the information you mean to share is switched on
  • Each document to share is marked Shown to family
  • Notes that shouldn't be seen are marked private
  • Access is revoked when a relationship or guardianship changes

The rule behind it

Under Australian Privacy Principle 6, personal information is generally only used or disclosed for the purpose it was collected for, or with consent. That is why every part of the portal beyond the timeline is off until you switch it on, and documents are shared one at a time.

APP 6: use or disclosure of personal information (OAIC)

Open the portal in four steps

  1. 1

    Choose what to share

    In Settings, switch on what families can see.

  2. 2

    Invite a family member

    From the participant's profile, send the invite.

  3. 3

    Share documents

    Mark the documents families should see.

  4. 4

    They sign in

    On the web or in the Rostery app.

See Family Portal on your own data

A guided demo with your participants, staff and price book. No obligation.

Book a Demo

Family Portal: questions

A timeline of the last 30 days and upcoming shifts, plus anything you switch on: support worker profiles, progress notes (never private ones), the participant's profile and the documents you share.

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