Settings

Settings

Team Members & Access
JM
Joel Moise Admin
Founder & President · @joel
Last login: Never
Owner
SP
Stacey Petty Employee
Strategy Partner · @stacey@stratahr.net
Last login: Never
SR
Shalem Reyes Employee
Strategy Coordinator · @shalem@stratahr.net
Last login: Never
GE
Georgette Belton Admin
Co-Founder & Strategy Partner · @georgette@stratahr.net
Last login: Never
BD
BDR Employee
Business Development Rep · @bdr
Last login: Never
TB
Tiffany Booker Employee
Strategy Partner · @tiffany@myhrnotes.com
Last login: Never
Company & Invoice Settings

This information appears on all generated invoices. Changes save instantly.

Updates apply immediately to all new invoices
Service Areas & Task Categories

These service areas appear in the task dropdown throughout the intranet. Add or remove as your service offerings evolve.

Hiring & Onboarding
HR Consulting & Employee Relations
Payroll & HR Operations
Benefits Administration
Account Management
Recruiting & Talent Acquisition
Compliance & Policy
HCM Technology & Integrations
Data Management

All data is stored locally in your browser. Export a backup or reset to default demo data.

Live Firebase Sync — Active

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.

Changes sync automatically. You only need to redeploy to Netlify when the app code itself is updated (new features, bug fixes, etc.).
Admin Data Tools

Fix common data inconsistencies without touching code. Use these tools when you notice duplicate names in reports or tasks assigned to old/former users.

Merge Duplicate Assignees

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").

Remove Duplicate Users

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.

Bulk Reassign Tasks

Move all tasks from one assignee name to another — useful when a team member's name changed or a user was replaced.

Your Account

Change your own password below. You must know your current password.

✓ Task added