Sign in to manage people, profiles and settings.
Creates their account and a one-time sign-up link. Send the link however you like; it opens a page where they choose a password. The link stops working once used, or after the expiry set in Supabase.
Turning someone's access off keeps their name on everything they entered and stops them signing in. It can be turned back on.
| Person | Role | Status | Last signed in | |
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Profiles associates have made or changed. A change to an existing profile shows only what differs; approving it updates that profile for everyone.
Approved profiles everyone can import with. Retiring one stops new imports with it; batches already imported are not affected.
The steps every new job starts with. Changes apply to jobs created from now on; jobs already underway keep the checklist they started with. Retire a step rather than deleting it, so old jobs still read correctly.
| Order | Step | Records a date as | Marks report submitted | In use | |
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Only an admin can clear a comp. Associates submit theirs here, and a cleared comp an associate changes comes back here too. Clearing makes it count as ready in comp search; returning it sends your note back to whoever submitted it.
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Records an associate has asked to remove. They are hidden from everyone else until you decide. Remove deletes the record for good (with any photos or files attached to it); Keep puts it back as it was.
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The choices offered in the comp, land and job forms. Retire takes an entry out of the dropdowns while keeping it on the records that already use it. Rename changes it everywhere, including on old records and in import profiles.
| Order | Entry | Records | Status |
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Changes save as soon as you leave a box or flip a switch, and apply to everyone straight away. The limits and review rules are enforced by the database, not just by the pages.
Every addition, change and deletion, newest first. Click a line to see exactly what changed.
| When | By | What | Record |
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