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.
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What is it?
As a support worker logged in on behalf of a client, the dashboard is your central hub for managing your client's account. It provides a comprehensive view of ongoing applications, access to your client’s profile, and a list of available support resources. This guide will help you navigate and make the most of the dashboard's features, ensuring you can assist clients efficiently and effectively.
Key dections 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 (e.g., "YES Energy Solutions" or "BOSS Business Supplies Charity").
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. If additional information is needed, you will receive an email specifying the required details. You can then click Continue to resume the application, complete the necessary information, and submit it. Once submitted, the status will update to Submitted.
- 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 options and tools
Below current applications, you’ll see several icons providing quick access to useful tools and resources:
Support Match
Once your client’s profile is complete, the Support Match screen unlocks, offering a dynamic and intuitive way to connect with support schemes that truly matter.
With this tool, you don’t just browse support options – you can take action. Lightning Reach enables you to directly apply to full-match schemes offered by our partner organisations, streamlining the process for both you and your client. Click the following link to view the Support Match guide.
My profile
The My profile section is the cornerstone of Lightning Reach. The information provided here directly determines what appears in the Support Match area. Matches are intelligently tailored to the details entered, ensuring that the most relevant opportunities are presented to clients. For guidance on completing and updating your client’s profile, refer to the Completing & Updating Your Client's Profile guide.
Quick apply
Use this feature to directly apply 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 handy tool if you already know which schemes your client is eligible for.
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.
What's next?
Depending on whether your client’s profile is complete, you can:
Complete the profile: If the profile isn’t finished, view this guide on Completing Your Client's Profile. Completing the profile is necessary before matching your client with support.
Proceed to Support Match: If the profile is already complete, go straight to the Support Match Guide.
If you wish to go back to a previous article please click on one of the below:
Need further assistance?
If you have any questions or encounter any difficulties, please don't hesitate to contact us at [email protected]