All Intakes

Every case is written to a CSV file in Cloudflare R2 storage the moment it's created or changed. These files are permanent, append-safe, and open directly in Excel.

Three access levels: IT Administrator (full system control, manages accounts), Coordinator (assigns cases, closes cases, sees backups), Labor Rep (works assigned cases). Members never need an account — they submit through the public form.

How ranks work: every role has a rank from 1–100. You can only create, edit, or assign roles ranked below your own, and you can never grant a permission you don't hold yourself. The System Administrator role (rank 100) is protected and cannot be edited or deleted by anyone.

Built automatically from every intake. Repeat contacts are flagged so you can see a member's full history at a glance.

When an intake arrives, LINK checks these rules in order and forwards it to the first matching department. Blank fields on a rule mean "match anything".

Use {{token}} placeholders to insert live values. Available tokens are listed under each template.

Controls the organization name, portal titles, and other text shown throughout LINK. Changes apply immediately after saving and reloading the page.

Changes here affect the public member intake form immediately. The core contact fields (name, email, phone, agency) always appear on Step 1 — everything below is fully yours to shape.