> ## 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.

# Managing Investigators

> Add, remove, and assign roles to your team of field investigators from the Contractors page.

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]

## The three roles

HoLaCe service-provider staff fall into one of these `ServiceProviderEmployeeRole` values:

| Role               | What they can do                                                                                                            |
| ------------------ | --------------------------------------------------------------------------------------------------------------------------- |
| **OWNER**          | Same powers as MANAGER, plus billing/settings access. One per company.                                                      |
| **MANAGER**        | See every request and every investigator, assign work, edit the team roster. Adrianna at Innate Fox is a manager.           |
| **INVESTIGATOR**   | See only requests assigned to them. Cannot view the team or other investigators' work. Vince Soria runs as an investigator. |
| **SUPPORT\_STAFF** | Read-only across the queue. Used for office staff who triage but don't assign.                                              |
| **CONTRACTOR**     | Same 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.

## Adding an investigator

<Steps>
  <Step title="Click Add Contractor">
    Top-right of the Contractors page. The button uses the SP's primary brand color.
  </Step>

  <Step title="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]
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## 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.

<Warning>
  Don't remove an investigator who has open `IN_PROGRESS` work. Re-assign their active requests first (filter by their name on the [dashboard](/portals/sp-admin/dashboard) using the Contractor filter), then deactivate.
</Warning>

## 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.

<Note>
  Next up: [Assigning Requests](/portals/sp-admin/assigning-requests) walks through what happens when you click **Assign Contractor** on a pending request.
</Note>