This guide is for anyone who has been assigned the Fulfilment Manager role to review voucher requests that go over the amount set by your organisation for automatic approval.
If you’re an Admin and not sure how to assign roles, see:
Step 1: Log in
Go to admin.lightningreach.org and sign in with your email and password.
Once logged in, you’ll see Deliver in the left-hand menu.
Step 2: Access the Deliver section
By clicking Deliver from the menu to view all voucher requests that need approval.
You’ll see a dashboard summary, including:
Total balance
Available balance
Amount awaiting approval
Total awarded
Voucher requests that exceed your organisation’s approval threshold will appear with a Pending status. These are the vouchers awaiting your review.
Step 3: Review voucher requests
To either approve or decline a voucher request:
Tick the box next to the voucher request.
Click Approve or Decline in the top-right.
A confirmation window will show the details of the request, including:
Voucher type
Amount
Applicant name
Click Confirm to finalise your decision.
What happens next?
If you have approved a voucher, the applicant will receive an email with details on how to redeem their voucher.
What Fulfilment Managers cannot do
Fulfilment Managers cannot:
Request or send vouchers (unless they also have the Caseworker role)
Top up the Deliver balance
Change the organisation’s approval threshold
For any of the actions above, please speak to your Admin.
Need help? Contact our friendly support team at hello@lightningreach.org