Case Workers and Coordinators FAQ — NeedBridge Documentation

This FAQ covers questions about the case worker and coordinator roles, inviting team members, and managing permissions.

What does a case worker do?

Case workers create and manage needs, coordinate with volunteers who claim them, and update statuses as work progresses. They're the main link between your organization's clients and volunteers.

What does a coordinator do?

Coordinators oversee one or more areas and help case workers and volunteers stay aligned. They can see needs and activity across their areas, spot bottlenecks, and help match volunteers to needs. They don't replace case workers--they support and coordinate.

How do I invite a case worker?

Go to Admin > Users (or Case workers, depending on your menu). Use the option to invite a new user and choose the case worker role. They'll get an email to set up their account. They may need to verify their email before they can log in.

I'm a case worker and I don't see "Create need." Why?

You need access to the right area or permission to create needs. If you've just been added, try logging out and back in. If you still don't see it, ask your coordinator or admin to confirm your role and assigned areas.

What's the difference between a case worker and an organization admin?

Case workers focus on creating and managing needs and working with volunteers. Organization admins can do that plus manage settings, users, billing, and other organization-wide options. Your organization may use slightly different role names; check the labels in your app.

How do I change someone's role (e.g. to coordinator)?

Only users with admin permissions can change roles. Go to Admin > Users, open the user, and update their role. Save the change. They may need to log out and back in for it to take effect everywhere.