Settings
Paste your Google Apps Script (GAS) webhook URL to enable automatic email alerts. Reminders fire at 9:00 AM EST: immediately on creation, 72h before due, 24h before due, daily once past due, and Monday morning digest.
Paste the Google Apps Script URL from the HR Assessment tool. The intranet will pull completed assessment submissions and automatically create leads — no BDR assigned, with assessment scores and report stored in the lead profile.
Pulls quote form submissions directly from Firebase (hnconnect/leads) — no GAS URL needed. Each submission becomes a lead tagged HN Connect with roles, seats, savings estimate, and discovery call timeline pre-filled.
Pulls all submissions from the StrataHR subscription forms (Essential, Growth, Strategic) and the À La Carte Quote Builder. Reads from Firebase strata-sub-repo/leads. De-duplicates by email — existing leads are updated; new contacts are added to the pipeline in Prospect stage.
Manage the list of job titles available when creating or editing team members.
Define the role category labels available for team members (e.g. Strategy, Business Development, Administrative).
Control what each access level can view or edit. Admin always has full access. Changes save instantly.
| Feature / Permission | BDR | S. Coordinator | Strategy Partner | Manager | Admin |
|---|---|---|---|---|---|
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View All Clients
See all clients, not just assigned ones
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✓ | ||||
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Add-Edit Clients
Create new client records and edit profiles
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✓ | ||||
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Delete Clients
Archive or delete client records
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✓ | ||||
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View Reports
Access the Reports tab and revenue analytics
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✓ | ||||
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Billing & Invoicing
View billing amounts, rates, and invoices
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✓ | ||||
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Manage Team Members
Add, edit, or remove users in Settings
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✓ | ||||
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Settings
Access the Settings tab
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✓ | ||||
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SOW-Rate Review
Initiate and complete SOW or rate reviews
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✓ | ||||
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Lead CRM
Access the Leads tab and BDR pipeline
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✓ | ||||
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Health Reports
Generate and view monthly health reports
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✓ | ||||
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Workforce Audit
Run Workforce Audit reports
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✓ | ||||
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Manage Tasks
Create and edit tasks for any client
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✓ | ||||
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Call Guide
Access the Call Guide / outbound scripts
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✓ | ||||
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Vendor Diagnostic
Run Vendor Diagnostic assessments
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✓ | ||||
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Proprietary Tools
Health Report, Weekly Update, Workforce Audit generators
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✓ | ||||
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Pipeline
View and manage the onboarding pipeline
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✓ | ||||
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Weekly Update
Generate and submit weekly client updates
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✓ | ||||
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View All BDR Commissions
See commission earnings for all BDRs, not just self (Strata revenue/margins remain admin-only)
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✓ | ||||
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View Deal History
Access the Deal History tab in Leads — shows own submitted deals; admins see all deals with full revenue detail
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✓ |
This information appears on all generated invoices. Changes save instantly.
These service areas appear in the task dropdown throughout the intranet. Add or remove as your service offerings evolve.
Data is stored in Firebase and backed up automatically every 30 minutes. Use the options below to export, restore from a backup, or reset.
strata_intranet/backups/ in your Firebase console.
All data is stored in Firebase and syncs in real time across every logged-in user. Any change you make — tasks, clients, leads, users — is instantly visible to every team member worldwide. No downloads or redeploys needed for data changes.
Fix common data inconsistencies without touching code. Use these tools when you notice duplicate names in reports or tasks assigned to old/former users.
Finds tasks assigned to old/partial names and reassigns them to the matching active user. Use this when reports show the same person twice (e.g. "Stacey" and "Stacey Petty").
Removes users whose first name matches another user with a fuller name (e.g. removes "Stacey" if "Stacey Petty" exists). Tasks are reassigned to the full-name version first.
Move all tasks from one assignee name to another — useful when a team member's name changed or a user was replaced.
Change your own password below. You must know your current password.