This guide provides an overview of the available team member roles within Application manager. If you’re looking for instructions on how to log in, please refer to this article.
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Overview of roles
As an admin, you can assign roles to new or existing team members. Roles determine which areas of the portal a team member can access.
Currently, there are five separate roles available: admin, support worker, caseworker, reporting, and developer. Each role provides access to a different area of Lightning Reach. Team members can also be assigned more than one role if needed.
Assigning roles
When creating or editing a team member, you can assign one or multiple roles to customise their access:
- Single role: Team members with a single role will only have access to the corresponding area.
- Multiple roles: Team members with multiple roles (e.g., admin and support worker) will gain access to all assigned areas.
- No role: Team members without any roles assigned will not be able to log in.
For instructions on how to assign roles, refer to the Adding and managing team members article.
What happens with no roles assigned?
To restrict access for a team members, simply remove all their assigned roles. Team members without any roles will no longer be able to log into the portal.
Role-Specific Details
Admin role
- Full access to all areas of the admin portal except the support worker client manager.
- Admins can:
- Add or remove team members (How to add new and manage team members).
- Assign roles, including admin, support worker, reporting, caseworker or developer.
- Access application manager (Application manager overview), configuration (Manage configuration settings), developer tools, reports, and ID checks.
Note: To act as a support worker, admins must also be assigned the support worker role.
Note: Depending on your organisation, you may have limited options in the Application manager.
Support worker role
- Access limited to the Client manager.
- Support workers cannot access the admin portal.
- Support workers can:
- Create and manage client profiles.
- Apply for support on behalf of their clients.
- Manage client applications through each stage.
- Log in at https://apply.lightningreach.org/support-worker-login.
For further details on what support workers can do, view the index of support worker articles.
Caseworker role
- Relevant to organisations with support schemes live on the portal.
- Caseworkers can:
- Access the applicant manager to manage and review applications.
- Approve, decline, or request additional information from applicants.
- Log in via the https://admin.lightningreach.org/.
For more information, refer to the following caseworker articles:
Reporting role
- Access limited to the reporting section of the admin portal.
- Reporting team members can:
- View detailed reports, filter data, and download partial reports (full reports are not currently available).
- Reporting team members cannot access any other areas of the portal.
- Log in via the https://admin.lightningreach.org/.
Developer role
- A specialised role for managing advanced settings such as API keys and webhooks.
- This role is typically not required for most organisations.
- Log in at https://admin.lightningreach.org/
If your organisation needs this role, additional details can be provided.
Key notes
- Hybrid Roles: Team members can be assigned multiple roles if needed. For example, an admin who also needs support worker access must have both roles assigned.
- Restricted Access: Team members without assigned roles cannot log in.
What's next?
Click on the below links to view the following articles:
Team member management
General
Configuration
Need further assistance?
If you have any questions or encounter any difficulties, please don't hesitate to contact us at [email protected]