Roster shows everyone with a staff profile on file. The colored dot next to each name reflects their most urgent training status — green (current), yellow (renewal due within 60 days), red (due within 30 days, expired, or not yet started).
Client Roster & Caseloads
This is who owns each client's case. Only an admin can change who's assigned — enforced by the database itself, not just hidden in the UI.
Tasks
One-off tasks tied to a client — separate from who owns their overall case above. Shows up on that staff member's dashboard under "Today's Tasks."
Assign Client / Task
Pulling from your real client list in the back office. Don't see who you need? Use "+ Add New Client (Intake)" first, then come back here.
Add New Client
Anyone can add a new client. Only an admin can assign who their case manager is — Administration will be notified this client needs an assignment.
Add Staff Member
Creates a brand-new Staff ID and password from scratch.