For clients
Assign a caseworker
Route notifications for a sponsorship to a specific member of your sponsor-org.
- 5 steps
- ~2 min
- Requires a LeyApp account
Anyone with this link can open the walkthrough — no account is needed to watch the demo.
What this walkthrough covers
- 1
Open the sponsorship
From Dashboard → Sponsorships, find the row for the beneficiary whose caseworker you want to change.
- 2
Open the reassign dialog
Click Reassign caseworker on the row. Only org owners and admins see this control.
- 3
Pick the new caseworker
Pick an active member of your sponsor-org. They will become the primary recipient of notifications for this beneficiary.
- 4
Explain why
Reassignment requires a reason of at least 5 characters. It's stored in the audit log and visible to other org admins (not to the beneficiary).
- 5
Submit
Click Save. The new caseworker is notified immediately. The previous caseworker is also notified that the assignment moved.
Related help articles
Caseworkers (org-only)
How sponsor-org admins assign a specific staff member to own each beneficiary's case.
Sponsored bookings — for organizations
Invite beneficiaries, set budgets, and coordinate across your team of caseworkers.
Organization dashboard guide
Navigate the org console, switch between caseworkers, and monitor sponsorships.