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Steps

1

Go to the participant's Contacts tab

Open the participant profile and click Contacts in the left sidebar.
2

Click Add Contact

Click Add Contact in the top-right corner.
3

Enter the contact details

Fill in:
  • First and last name
  • Role — select from the 7 contact types (see Contact roles)
  • Phone number and/or email address
  • Organisation (if the contact is from an organisation, e.g. an advocacy body)
4

For guardians and nominees — add authority details

If the role is Guardian or Nominee, additional fields appear:
  • Authority type — how the authority was granted (see below)
  • Jurisdiction — the state or territory of appointment (for guardians)
  • Appointment date and Expiry date (if the appointment has a review date)
5

Save

Click Save. The contact appears on the Contacts tab and is available for reference throughout CoordHub.

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Authority types explained

When adding a Guardian or Nominee, you’ll select an authority type. This is important for compliance — it determines who has legal standing to make decisions or sign documents on the participant’s behalf.
Authority typeWhat it means practically
OPA WAGuardian appointed by the Western Australian State Administrative Tribunal (SAT) and administered by the Office of the Public Advocate. The most common formal authority type for WA-based participants. Guardian can sign NDIS documents (SA, consent) on the participant’s behalf.
NDIA NomineeFormally appointed by the NDIA. The nominee can represent the participant in dealings with the NDIA, including planning meetings, but their authority is specifically NDIA-related. Different from OPA guardianship.
Court OrderAuthority granted by a court (e.g. Family Court, Federal Circuit Court) rather than the SAT. Common in family law or estate matters. Check the court order for the scope of decision-making authority.
Power of AttorneyA participant who has capacity has chosen to give someone else the authority to manage their affairs. Note: an Enduring Power of Attorney (EPA) under WA law only activates if the person loses capacity — a regular POA requires ongoing capacity.
OtherAny formal authority not covered by the above categories — e.g. a guardianship from another state or territory, or a corporate trustee arrangement. Add a note describing the nature of the authority.
Only formally appointed guardians and nominees have legal authority to make decisions or sign documents on a participant’s behalf. A family member who isn’t formally appointed — even a spouse or parent — cannot sign legal documents without formal authority. If you’re unsure who has authority, ask the participant or review the relevant appointment document before proceeding.
For OPA WA-appointed guardians, you’ll also want to upload the appointment documentation under the participant’s Representatives tab, which has a specific checklist for OPA WA paperwork alongside the NDIS Consent Form.