This decides which Torvi you see. Trade is jobs and invoices; care is rosters, timesheets and shifts at a facility. Change it and the menu changes with it.

The sign-in screen on the tablet in your foyer. Connect a tablet from Locations › the site › Kiosk.

Tick the sites that have a tablet in the foyer. A site that is not ticked cannot pair a tablet, has no visitor register, and its staff and contractor doors stay shut.

Printed on the invoices you send. Torvi never takes a payment for you — these are read by the person at the facility who pays the bill.

What each facility has agreed to pay you. They are set by the facility and shown to you as they stand — this is not somewhere to change them.

Working on your own, your account is one seat. Add somebody and they get their own sign-in, and your subscription bills for the seats you hold.

Used for reference across the app. Dates already display correctly regardless of this setting.

How shift times are displayed across Schedule and My Roster.

Your plan, anything you have added to it, your invoices and your billing details. One invoice, one renewal date. All prices exclude tax.

When this is on, staff can only start a shift if their device puts them near the place they are working. It measures against the position you set on each Location or Participant — anywhere without a position set is not checked. A staff member who cannot start can ask an admin, HR or a roster clerk to start it for them; a shift started that way needs a supervisor or participant signature to end.

Which build this server is running. If someone reports a fix that "didn't work", compare this against the latest deploy before digging further — a browser or installed app holding an older copy looks identical to a fix that never landed.

The standing message sent when someone asks a staff member to re-complete their Privacy, Confidentiality & Consent Declaration. Whoever sends a request starts from this text and can adjust it before sending, so this is the default rather than a fixed wording.

Connect an email provider here to send real invite emails, and email notifications for anyone who opts in on their profile.

Connect your Twilio account here to enable text messages — the "Text selected" button on Staff, and SMS notifications people opt into in their profile.

Staff who signed the Privacy Declaration before this feature existed won't have a "Privacy Statement" document on file yet. This adds it for anyone missing one, using their existing signature on record — safe to run more than once, it skips anyone who already has one.

Which parts of a participant's profile each role can open. Changes apply to this organisation only — each business configures its own. Tick to allow, untick to hide. The API enforces these too, so unticking genuinely blocks access rather than only hiding the tab.

Off unless you turn it on. When it is on, a contractor you have rostered sees a participant on the same terms one of your own staff on that shift would — from two hours before until eight hours after. It changes nothing for your staff, and nothing for agency workers, who have no Torvi account to give access to. It applies to care contractors only: a trade contractor is called out to an address and is never rostered to a person, so this reaches none of them.

Staff see a person or place while they are rostered there: from two hours before a shift until eight hours after it. A keyworker who needs access between shifts can be given it here — it covers everybody and everywhere they are already linked to. Being linked is not access on its own.

When this is on, ending a shift needs a supervisor's name and signature. An administrator can still close a shift without one, with a written reason that stays on the timesheet. Incident reports are always signed, whatever this says.

What Torvi does when somebody is rostered on and a required document category is missing or has expired by the day of the shift. Which categories are required is set under Documents.

Whether a phone button appears on a participant's screen in the Torvi app, for staff who can already open that participant's details.

What this organisation sends, and how. The organisation setting is a ceiling: anything unticked here is off for everyone and nobody can switch it back on for themselves. Required means people cannot turn it off either. A few safety notifications are always delivered in-app and cannot be switched off at all.

The onboarding reminder digest goes to Admins and HR. It is suppressed entirely when nothing is outstanding — no email means nobody is waiting on anything, not that it failed to run.

Days from their start date. Only counted once they have actually started.

What each role can see and do. Pick a role, adjust what's ticked, then save that role. The Admin role can't be edited, so you can't accidentally lock yourself out.

The incident types selectable when reporting an incident. This is the descriptive type — the SIRS / high risk / low risk classification is fixed and set per incident, not managed here. Removing a type takes it out of the picker; incidents already recorded under it keep their type.

The document types that can be requested from staff and filed against their profile. Removing one takes it out of the pickers; documents already filed under it keep their category and are not affected.

The occupation options staff can be assigned when setting up their profile.

What a contractor does as a business — the list a job is raised against. Not the same as Occupations: an occupation is a rostered role on a shift, a trade is the work a tradesperson is called out for. Archiving one takes it out of the picker; jobs already raised against it keep it and still read.