This guide provides a complete overview of the client manager and its functionality. If you’re looking to log in, please refer to this article for further instructions.



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What is the client manager?

The client manager is your main tool as a support worker. It provides an organised overview of all your clients, including:

  • Client names: Quickly identify each individual on your caseload.

  • Profile creation date: Track when each profile was created.

  • Access type: If shared access has been requested. It will show as Approved or Pending. It will be blank if the profile was created by a support worker. 

  • Assigned support worker: See which colleague is responsible for each client.


Additionally, under the Actions column, you have options to:

  • Transfer clients: Click the three dots to reassign a client to another support worker.

  • Access client profiles: Select View to access a client's account. 



Why use the client manager?

The client manager serves as a “one-stop shop” for managing client profiles, providing a simpler alternative to accessing individual accounts. Here’s why it’s beneficial:

  • Organised and efficient: Rather than juggling multiple logins for each client, the client manager centralises access, reducing the need to remember multiple passwords and minimising potential confusion.

  • Easier collaboration: If your admin has set up support worker teams, you’ll be able to see clients assigned only to your specific team. This feature allows you to collaborate more easily with colleagues and cover clients for team members on leave. If no support teams have been created, you’ll see all clients across your organisation. If you have any queries about team setup or visibility, please reach out to your admin for further guidance.

  • GDPR and privacy compliance: Managing clients through a single portal helps ensure data privacy and compliance with GDPR regulations.


By using the client manager, you streamline your workflow, support team collaboration, and maintain a clean, accessible client overview.



Adding a new client

Adding clients is the first step in managing their support needs through the client manager. Follow these steps:


1. Log into the support worker client manager: https://apply.lightningreach.org/support-worker-login



2. Click on Add new client.


3. Complete the required fields, including: First name, Last name, and Email (if available). 


Note: The email will serve as the client’s unique identifier and may allow them to share access to their account in the future. This can be useful if you want to enable your clients to manage their own applications and keep track of their progress.


4. Confirm consent: Make sure your client has agreed to the terms and conditions, privacy policy, and that you have their permission to share personal information and communicate on their behalf with organisations you apply to. Important: Always obtain client consent before entering their information.


5. Click "Create client account" to add the client to your client list.


6. Move on to Accessing and Managing your Client's Account

Accessing and managing your client's account

To manage a client’s account—including completing profiles, managing applications, and exploring available support—simply locate the client in your list, and click "View" under "Actions".




Within the client’s account, you can:


Complete or update your clients profile

Further the details, please view the following article Updating Your Client's Profile.


Explore available support options: 

Identify and review support schemes the client may qualify for within "Support match" once the client's profile is complete. If the profile is already complete, go straight to the Support Match Guide.


Complete applications: 

Start or continue an application on behalf of the client.


Manage ongoing applications: 

Check the status of current applications, provide updates, or make necessary changes.


Respond to information requests: 

If an application requires additional information, you can access this from within their profile. 



What's next? Check out the article My Dashboard Overview

Searching for a client by name


Here’s how to search for a client by name:

  1. Access the search tool: Use the search bar which has "search client by name..." pre-filled.
  2. Enter the client’s name: Type in the full or partial name of the client.


Transferring a client to another support worker

If you need to transfer a client to another support worker (e.g., when taking annual leave or delegating tasks), follow these steps:


1. Click the three horizontal dots next to the account you wish to transfer.


2. Select "Transfer account" from the options. 

3. On the next screen, choose your colleague from the drop-down list.



4. Click "Confirm" to complete the transfer.


Note: If your colleague does not appear in the drop-down list, it could be because:


  • They are not set up in the system yet, or they are part of a different team, managed separately (check with the Lightning Reach admin(s) within your organisation).


What's next?

If you're looking on what to do next, check out the next article: My Dashboard Overview


If you wish to go back to a previous article please click on one of the below: 


- Logging In



Need further assistance?

If you have any questions or encounter any difficulties, please don't hesitate to contact us at [email protected]