Independent of role — any combination can apply to anyone. Roles still grant what they always did; these are extra per-person grants, all off by default.
Add User
@example.com
Full username:
Add Client
Case Details
Add Recurring Rule
Generate Recurring Tickets
Add Work Type
Client Communication Default
New tickets of this work type inherit this — staff can still override per ticket. Turn OFF for internal, staff-managed work (e.g. Board Meetings, Internal Secretarial Review).
Add Nudge Stage
Days before that date this fires. Use 0 for the day itself, or a negative number for days after. Each new hearing date gets its own reminders.