# Primary vs Service Coordinators

Source: https://docs.astalty.com.au/guide/participants/core-concepts/primary-vs-service-coordinators

> Understand the difference between a Participant's Primary Coordinator and Service Coordinators.

## Overview

In Astalty, you can store both a Primary Coordinator for the Participant's Profile and a Service Coordinator for each Service you have setup. The Primary and Service Coordinator fields can be used within Astalty to determine user case loads and provide a filterable option within some of the reports within Astalty.

## Primary or Service Coordinator?

### Primary Coordinator

Generally the Primary Coordinator should be the case manager or the team member who will be working with this Participant the most. They are generally the person that will be tasked with ensuring the profile and any supporting documentation is up to date.

### Service Coordinator

The Service Coordinator is the Team Member who is in charge of coordinating or delivering the Service that they're assigned to. This is helpful if you are delivering several Services to the same Participant. For core supports, this may be a Team Leader or Case Manager. For Support Coordination Services, this would typically be the Support Coordinator. This ensures there is a clear point of contact for each Service, especially if the Participant is receiving multiple Services at once.

## Add a Primary Coordinator

To assign a Primary Coordinator, navigate to the [Participant's profile](https://app.astalty.com.au/participants) page and select the edit icon under **Primary Coordinator**. Select the relevant user from the drop-down menu and click **Save**.

![A Participant's Profile page with the empty Primary Coordinator field and its edit icon highlighted, above the Current plan dates and check-in details.](https://docs.astalty.com.au/assets/primary-coordinator-1.png)

![The Update Primary Coordinator dialog with the empty Primary Coordinator drop-down and the Save button highlighted.](https://docs.astalty.com.au/assets/primary-coordinator-2.png)

## Add a Service Coordinator

To assign a Service Coordinator to an existing Service, navigate to the **NDIS Plan** page within the Participants Profile and select the **Service** you wish to open.

![A Participant's NDIS Plan page with NDIS Plan highlighted in the profile menu and the Services card highlighted, listing each Service with its Service coordinator, Management type and Amount. An arrow points to Helena Grimes, the Service coordinator for Level 2 Coordination.](https://docs.astalty.com.au/assets/service-coordinator.png)

From there you can select **Edit** - to edit the Service.

![The Service Summary for the Level 2 Coordination Service on a Participant's NDIS Plan, showing its Service Coordinator, Helena Grimes, with the Edit button highlighted.](https://docs.astalty.com.au/assets/service-coordinator-2.png)

Update the **Service Coordinator** field, and then scroll down to select **Update**.

![The Update Service form below the Current Plan card on a Participant's NDIS Plan, with the Service coordinator drop-down highlighted under Service Details.](https://docs.astalty.com.au/assets/service-coordinator-3.png)

See [Creating a Service](https://docs.astalty.com.au/guide/scheduling/setup/services-and-charges/creating-a-service#creating-a-service) to assign a Service Coordinator to a new service.

## Moving a Whole Case Load at Once

When a coordinator goes on leave or leaves your organisation, an Admin can move every Participant they hold onto another coordinator in one action, instead of editing each profile and Service. See [Reassigning Participants](https://docs.astalty.com.au/guide/users/reassigning-participants).