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// Admin / Team Directory
Manage your team.
Add, edit, or remove team members. Department, photo, Slack, languages — everything that powers the team directory.
// Admin / Announcements
Tell the team what's new.
Portal homepage announcements. Toggle Active to show or hide. Newest first.
// Admin / SOP Registry
Standard operating procedures.
The SOP library shown on the portal. Each SOP links to a Google Doc.
// Admin / Templates
AI-tool templates.
Questionnaire and writing templates wired to AI tools. The template_id is what tools call.
// Admin / Hero Background
The portal hero.
Background videos and images for the portal homepage. Toggle Active to use one.
// Admin / Firm Defaults
Firm-wide constants.
Values that auto-fill on every USCIS form — interpreter business, USCIS account, mailing C/O name, etc. Strict key list: pick from the dropdown. Edits here override the hardcoded defaults baked into the cloud function. Reaches form-fill within ~10 seconds of saving.
// Admin / Attorneys
Attorney directory.
Each attorney's signing info — bar number, USCIS account, phone, email. The case's case_attorney field is matched (case-insensitive) against directory_key + the comma-separated aliases. Falls back to the hardcoded ATTORNEY_DIRECTORY if no Firestore match is found.
// Admin / Team Metrics — Goal Config
KPI goals, per team.
Defines the weekly goals shown on /team-metrics/. Each row is ONE metric for ONE team. Add a row to override a hardcoded metric (match team + metricKey), or to add an entirely new KPI card. Reaches the Team Metrics page within ~10 seconds of saving. Leave teamWeeklyGoal blank to auto-compute it from perPersonWeeklyGoal × active headcount.
// Admin / Asana Automation Rules
Edit section actions.
Change subtasks, assignees, due dates, and Slack reminders for each Asana section. Saved overrides apply within 60 seconds. Sections you haven't customized fall back to the in-code defaults.