This guide provides an overview of the dashboard as viewed by a support worker. If you’re looking to log in, please refer to this article for further instructions.
Jump to:
- What is the dashboard?
- Key sections of the dashboard
- Additional resources
- Quick tips for navigating the dashboard
- Requests for more information
- What's next?
What is the dashboard?
When logging in as your client by clicking Client mode, the dashboard is the first screen you will see. From here, you can view ongoing applications, access your client’s profile, and explore available support resources.
The Support Match section allows you to see all the support options your client may be eligible for. You may already be aware of your client's support matches, as these are viewable within the Client manager. For further details, please refer to the client profile and Support Match guide.
Key sections of the dashboard
Current applications
The current applications section displays all ongoing applications your client has for financial assistance and support schemes. Each application card provides:
- Scheme name - the name of the organisation or support provider.
- Support type - a brief description of the support type, such as “Support with energy bills” or “financial relief”.
- Application status - this indicates the current stage of each application. The available statuses are as follows:
- Continue: This status appears when an application has been started but not yet completed, or when the partner organisation has requested additional information on a submitted application. View more details on requests for more information here.
- Submitted: The application has been completed and submitted, with the submission date displayed. At this stage, the partner organisation has received the application and will review it as soon as possible.
- Reviewed: The application is being reviewed by the partner organisation. After this, the status will update to either Approved or Declined. You should always receive an email with further details about the outcome.
- Approved: This application has been approved. Check your email for further details.
- Declined: This application has been declined. Check your email for further details.
Support Match
As long as your client has at least one support match, the Support Match screen unlocks. You can see more details on gaining Support matches by viewing the following guide, client profile and Support match. Focus on key profile sections to unlock the most relevant Support Matches quickly. Learn more about the key profile sections to complete.
My profile
The My profile section will still appear here; however as a support worker the journey to creating your client's profile is now managed within the Client manager. Please refer to this guide for further details: client profile and Support match.
Quick apply
Use this feature to apply directly to a specific support scheme on behalf of your client. It simplifies the application process by allowing you to quickly select and submit applications. This is a useful tool if you already know which schemes your client is eligible for.
Important: Not all support providers offer applications through Quick apply. If a scheme is not available here, please check Support Match to explore other available options for your client.
Need some help?
Access FAQs and support options by clicking this area. You'll find guidance on navigating the portal, answers to common questions and more. Click here to view our support articles.
Additional resources
At the bottom of the dashboard, you’ll find helpful links:
- Support availability: Information about the available support options within the portal, with a link to view the partner organisation's website.
- Emergency support: If your client needs urgent assistance, click on the “Do you need emergency assistance or support?” link to explore emergency resources and contact information.
Quick tips for navigating the dashboard
- Acting on behalf of the client: You are currently acting on behalf of your client, so any actions or updates will apply to their profile and applications. Ensure to use their details unless otherwise specified.
- Available matches: The red icon on the Support match tab indicates the number of available schemes or actions needing attention.
Requests for more information
If additional information is needed from a support provider on a submitted application, you will receive an email specifying the required details. The specific information can also be viewed within the application by selecting the individual section with a pencil icon next to it.
To provide the requested information, you'll first need to select your client within the Client manager. Click here to read the Client manager guide for further details.
- Select your client within the Client manager, and then select to "Client mode"
- Click Continue to resume the application.
- Select the relevant section where information is needed, usually marked by a pencil icon to the left.
- The required details will be shown on a banner across the top of that section, as well as in the email you received.
You can then provide the necessary information and submit the application. Once submitted, the status will update to Submitted.
What's next?
We recommend moving onto the next guide on completing applications.
Or 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