View all staff accounts. Send password resets or enable/disable access. Passwords are never visible — they are securely managed by Firebase.

Use this when a staff member leaves. Move all their intakes to another team member in one click.

New intakes are automatically assigned in round-robin order across active case managers. Deactivating someone redistributes their existing cases.

Intakes deleted by staff. You can restore any of them at any time.

These addresses appear in the dropdown after an intake is saved. Staff can quickly send a PDF summary to anyone on this list.

Add, edit, or remove questions visible to intake staff under the Help tab. Changes save immediately to the database.

Add, edit, or remove questions visible to referral partners under their Help button.

Staff members who have registered with the invite code but not yet been approved.

Fix intakes that were saved with the wrong referral source. Select an intake by searching client name, then reassign it to the correct source.

This is the canonical list of referral sources. Active sources with "Show in menu" enabled appear in the intake form dropdown. Intake staff select from this list instead of typing freehand.

Create login credentials for case managers so they can access their own portal. Their display name must match the case manager name used in the round-robin assignment system exactly — this is how their cases are filtered.

View and control the automatic case number sequence. Use this to align the intake app with your external case management system. Setting the next number here controls future numbering only — existing case numbers are not changed.

Example: if your external system is currently at case 26.046, enter year 26 and next number 47. The next new intake will be assigned 26.047.

Share this privately with new staff. Change it anytime to prevent new registrations with the old code.