AGENCY ACCESS
See whether the guidance is helping.
Invite clients into a protected LifePath account. Clients decide whether an agency may see their identity, demographics, or limited progress.
Sample information only. Nothing on this page represents a real client or agency record.
PARTICIPANTS
Sample dataRecent progress
Participant A-10422 goals completed
Updated todayParticipant A-1087Inactive alert
No activity for 14 daysParticipant A-1113Roadmap created
Updated this weekWhat agency staff can see
- Anonymous participant ID by default
- Name, current age, and race only with permission
- Goal started or completed counts
- Referral status for agency recommendations
What agency staff cannot see
- Exact birth date on the regular dashboard
- Assessment answers
- Saved resources or exact goals
- Documents, eligibility evidence, or case notes