This guide will walk you through managing Lightning Deliver as an admin, including how to enable the feature, assign roles, view voucher activity, and handle top-ups.
If you’re new to Deliver, we recommend reading the Lightning Deliver overview first.
Jump to:
- Enabling Lightning Deliver
- Viewing your Deliver balance and transaction history
- Topping up your Deliver balance
- Setting your organisation’s approval threshold
- Who can approve voucher requests?
- Assigning the Fulfilment Manager role
Not yet enabled?
For instructions on how to enable Lightning Deliver, see: How to enable Lightning Deliver
Viewing your Deliver balance and transaction history
You can access Lightning Deliver within the left-hand menu of your Application Manager.
From here, you can:
View your organisation’s current voucher balance
Track top-ups and deductions
See all voucher activity across your organisation
Send us a request to top up your balance
Update your automatic approval threshold for vouchers
Topping up your Deliver balance
To add funds to your Deliver account:
1. Go to the Balance & history Deliver section.
2. Click the + symbol next to Total balance.
3. Enter the amount you would like to add. All other fields are pre-filled.
4. Click Submit
What's next? We’ll send the invoice to the email address of the person who submitted the top-up request. It will not be sent to any other contact, so it’s important that the requester forwards the invoice to the appropriate person or team (such as finance) for payment. Once payment is received, we’ll update your organisation’s Deliver balance.
Setting your organisation’s approval threshold
You can set a threshold for voucher approvals. Any voucher request above this amount will require approval by an Admin or Fulfilment Manager. Any voucher requests at or below your organisation’s approval limit will be automatically approved, and the voucher will be sent directly to the applicant by email.
To update your threshold:
1. Go to the Balance & history Deliver section.
2. Click the pencil symbol next to your Approval limit.
3. Enter your new threshold amount and save
What's next? When a caseworker fulfils a voucher through Lightning Deliver, any voucher requests at or below your organisation’s approval limit will be automatically approved, and the voucher will be sent directly to the applicant by email.
Requests above the limit will appear in the Request approval section for review by a Fulfilment Manager or Admin.
Who can approve voucher requests?
Voucher requests are:
Automatically approved if they are within your threshold
Require approval if they exceed your threshold
These requests must be approved by:
An Admin, or
A Fulfilment Manager
For more guidance, see: Reviewing voucher requests with Lightning Deliver
Assigning the Fulfilment Manager role
The Fulfilment Manager role is used to approve voucher requests that exceed the threshold as set by an Admin.
Admins can assign this role via the Team area. We recommend assigning it to a senior caseworker or someone in your finance team who is responsible for oversight.
To assign this role:
Go to the Team section
Click All Users
Find the relevant user and click Edit or click Invite new user
Under Roles, tick Fulfilment Manager
Click Submit
For more detail on managing users and roles, see:
Need support?
If you need help contact our friendly support team at hello@lightningreach.org