Case Workers

Who can use this page

• Coordinators (see only their assigned areas)
• Organization Admins and Executive Admins (see everyone)

What you can do

• See all case workers in your scope (by area or organization)
• View contact details and assigned areas
• Keep assignments and records up to date

How to use it

1. Go to Admin → Case Workers
2. Use the filters to focus on specific areas
3. Click a person to review their details
4. Coordinate with case workers who need support

Tips:

• Keep area assignments current so coordinators see the right people
• Use filters to spot coverage gaps quickly
• Encourage case workers to keep their contact info up to date

Coordinators and approvals

• Coordinators can approve pending users who share at least one area
• If you don’t share an area, ask an admin to review the request

Troubleshooting

• Don’t see the page? Ask an admin to update your role
• Missing people? Check area filters and confirm assignments
• Need changes to roles or areas? Coordinate with an admin