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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

The Contractors page (left sidebar of the SP portal) is where Innate Fox managers maintain their roster. Every investigator who can be assigned a request must exist here first. The same page is used for any ServiceProviderEmployee regardless of role. [Screenshot: SP admin Contractors page with the team table populated, showing names, emails, roles, and status badges]

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The three roles

HoLaCe service-provider staff fall into one of these ServiceProviderEmployeeRole values:
RoleWhat they can do
OWNERSame powers as MANAGER, plus billing/settings access. One per company.
MANAGERSee every request and every investigator, assign work, edit the team roster. Adrianna at Innate Fox is a manager.
INVESTIGATORSee only requests assigned to them. Cannot view the team or other investigators’ work. Vince Soria runs as an investigator.
SUPPORT_STAFFRead-only across the queue. Used for office staff who triage but don’t assign.
CONTRACTORSame field permissions as INVESTIGATOR; used when the worker is a 1099 rather than W-2.
Pick the narrowest role that fits — investigators don’t need to see the whole queue, and giving them MANAGER will clutter their view with work that isn’t theirs.

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Adding an investigator

1

Click Add Contractor

Top-right of the Contractors page. The button uses the SP’s primary brand color.
2

Fill the form

  • Name (required) — full legal name as it should appear on assignments and reports.
  • Email (required) — must be unique across HoLaCe. The contractor signs in with this exact email.
  • Phone — optional; helps the firm reach the contractor for urgent matters.
  • Role — pick from the dropdown: Investigator, Senior Investigator, or Manager.
[Screenshot: “Add Contractor” modal with the role dropdown open]
3

Save

HoLaCe creates a ServiceProviderEmployee record, links it to your provider, and emails the new investigator a magic-link invite. They follow the same login flow as any HoLaCe user.
4

Confirm activation

The new contractor appears in the table with status ACTIVE. Once they accept the invite and log in once, you’ll start seeing them in the Assigned To dropdown when you triage requests.

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Editing an investigator

Click the pencil icon on any row. You can update name, email, phone, and role. Changing the email re-keys the login — the next magic link goes to the new address. Changing role takes effect immediately; if you demote a manager to investigator, they’ll lose access to the team queue on next page load.

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Removing an investigator

Click the trash icon. HoLaCe asks for confirmation, then deactivates the contractor. Removed contractors don’t lose their assignment history — completed reports stay intact, and active assignments transfer to Unassigned so a manager can re-route them.
Don’t remove an investigator who has open IN_PROGRESS work. Re-assign their active requests first (filter by their name on the dashboard using the Contractor filter), then deactivate.

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Seeing capacity

There’s no dedicated capacity heatmap yet. Two practical signals:
  1. Dashboard Contractor filter — pick an investigator to see how many requests they currently own. A manager comparing two investigators can flip the filter back and forth in seconds.
  2. Status breakdown per contractor — within their filter view, the Status column reveals how many are still ASSIGNED (not started) versus IN_PROGRESS.
This is intentionally light. The HoLaCe team is collecting feedback from Innate Fox before building heavier analytics.
Next up: Assigning Requests walks through what happens when you click Assign Contractor on a pending request.