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 landing page as a support worker. It provides an organised overview of your clients. The columns that you will see on this screen are as follows: 

  • Client name - your client's name.

  • Date created - the date your client's account was created.

  • Access type - If shared access has been approved, you’ll see Shared in this column. If you've sent a shared access request but it's yet to be approved by your client, it will show as Client invited.

  • Support worker - the support worker assigned to that particular client.



Additionally, under the Actions column, you can click the three horizontal dots to:

  • Transfer account: Assign a client to another support worker.

  • Log in as your client with Client mode: This allows you to log in as if you were your client so you can apply for support and manage their applications on their behalf.

  • Share account access: Invite your client to share access to this account. This enables your client to find and apply for support independently, whilst having oversight from you as their support worker. 

Why use the client manager?


Through the Client manager, on behalf of your client, you can: 


  • Complete or update your client's profile - for more details, view the your client's profile & Support Match guide.
  • Explore available support options - identify and review support schemes the client may be eligible for in real-time as you complete their profile. Focus on key profile sections to unlock the most relevant matches quickly. Learn more about the key profile sections to complete.
  • Complete applications - log into the portal as your client to start or continue an application on behalf of them. 
  • Manage ongoing applications - check the status of current applications, action requests for more info, and make other changes. 

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://admin.lightningreach.org


2. Click on Add new client.



3. A pop-up will appear to the right of your screen. Complete the required fields, including: First name, Last name, and Client email (if selected Yes to, "Does your client have an email?"). 


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. Choose how we may contact your client about available support. Untick the boxes to opt out of updates.

 

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

Accessing your client's account


1. Log into the Client manager: https://admin.lightningreach.org


2. Click on their name from your client list. 




What's next? Keep reading to view the next section – Client account overview or go to the guide for your client's profile & Support match.

Client account overview

When you click one of your clients names from your client list, you'll see the below screen.


From here, you can:

  • Activate Client mode - Log in as your client to manage applications and provide additional information if requested by the organisation. View this guide on the dashboard, which you'll see when logging in as your client.
  • Find Support - Create or edit your client's circumstances and information. This will also update their support matches further down the page. For more information, view this guide on your client's profile & Support Match. Focus on key profile sections to unlock the most relevant matches quickly. Learn more about the key profile sections to complete.
  • Track Outcomes - Here you can see applications made through Lightning Reach for your client and manually track outcomes for lite matches. For more details on application statuses, please click here. To learn more about recording lite match application outcomes, view the guide here.
  • Support Matches - This area will update with matches as you complete the profile in real-time. You can see more details on unlocking Support matches by viewing the following guide, client profile and Support match. 



What's next? We recommend reading this guide on your client's profile & Support Match.

Searching for a client by name

How to search for a client by name:

  1. Access your client list, click here to view it.
  2. Use the search bar which has "search client by name..." pre-filled.
  3. 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. Access your client list, click here to view it.
  2. Click the three horizontal dots next to the account you wish to transfer.



2. Select "Transfer account" from the options. 



3. A pop-up will appear—for simple use, see the "To support worker" field, select the support worker from the drop-down list, and click Confirm. If your company has teams set-up, you can enter the team and this will narrow the "To support worker" list accordingly.


4. Click "Confirm" to complete the transfer. The client list will update to show the assigned support worker.


Note: If a team member is not on the list, please ask your manager to reach out to hello@lightningreach.org to confirm their details.







What's next?

If you're looking on what to do next, check out the next article: your client's profile & Support Match.


Return to the support worker guides index.


Need further assistance?

If you have any questions or encounter any difficulties, please don't hesitate to contact us at hello@lightningreach.org