BondiByte Robotics
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Core Setup

Set the workspace foundation.

Organisation settings give the workspace its provider identity and prepare the defaults used by portals, invoices, audit outputs, notifications, and roster workflows.

Before you begin

Before configuring your Organisation Settings, have the following information ready:

  • Your organisation name
  • Australian Business Number (ABN)
  • Support email address
  • Company logo and branding assets
  • Your preferred roster cycle or roster period
  • Invoice payment terms and remittance details
  • The email address that should receive customer replies (if using a Reply-To address)

Recommended setup order

For the best experience, we recommend completing your Organisation Settings in the following order.

1 Complete your organisation profile

Enter your organisation's core information, including:

  • Organisation name
  • ABN
  • Country
  • Support email address

These details are used throughout the platform, including invoices, participant communications and audit reports.

2 Upload your brand assets

Add your organisation logo to personalise your workspace.

Your logo will appear across supported areas of the platform, including portals, document headers and other branded communications.

3 Review rostering defaults

Configure your default roster period and scheduling preferences to match the way your organisation operates.

Setting these defaults early helps create a consistent rostering experience across your workforce.

4 Configure email settings

If email notifications are enabled for your organisation:

  • Confirm email delivery is active.
  • Configure your Reply-To email address if required.

Note: the Reply-To address controls where responses are sent. It does not change the platform-managed sender address.

5 Configure invoice payment details

Before sending invoices, enter your organisation's:

  • Payment terms
  • Bank or remittance details
  • Invoice payment information

Completing these settings ensures invoices are accurate and ready to send.

6 Review your plan & capacity

Where available, review your organisation's plan and capacity information from the Profile or Billing section.

These settings help you understand your available capacity and account configuration as your organisation grows.

Understanding the main settings

Organisation Name

The official name of your organisation displayed throughout the BondiByte platform, including participant portals, invoices, reports and audit documentation.

ABN

Your Australian Business Number used on invoices and other business-related documents.

Support Email

The primary contact email displayed throughout the platform for participant and organisational enquiries.

Brand Logo

Your organisation's logo, displayed on supported portals, documents and branded communications.

Reply-To Address

An optional email address that receives replies to outgoing emails. Important: this setting does not change the platform-managed sender address.

Best practice

  • Complete your organisation profile before creating invoices or generating audit documentation.
  • Confirm email delivery is configured correctly before relying on automated notifications.
  • Configure roster defaults before publishing your first roster.
  • Add invoice payment details before issuing invoices.
  • Treat capacity settings as part of your initial account setup rather than something that needs to be updated daily.

Common mistakes to avoid

  • Leaving your organisation name, ABN or support email incomplete before creating invoices or audit reports.
  • Assuming the Reply-To address changes the sender address. It only controls where replies are received.
  • Enabling notifications before confirming your email configuration is working correctly.
  • Skipping roster defaults, which can lead to inconsistent scheduling later.

What to do next

Security, Roles, and Access

Roles and Access

Understand Owner, Admin, Manager, Staff, Staff Portal access, auditor access, and platform administration separation.

 Automation and Notifications

Email Notifications

Understand platform-managed email: sender profiles, your Reply-To settings, workflow notifications, email readiness, and troubleshooting checks.

 Automation and Notifications

Automation Capacity

Understand Automation Capacity: the model for automation work, what uses capacity, manual fallback, plan capacity, and admin controls.

Need help applying this setup path?

Book a BondiByte demo and we can walk through the right setup order for your provider.

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