Employee Guide

As an Employee, you work the cases assigned to you end-to-end: collecting documents, updating status, collecting payments, filling drafts, and answering client queries. Unlike Admin, you don't manage other staff, services, or the workflow catalog — your world is your own cases and clients.

Logging in

Use your employee email and password on the login page. You'll land on the Employee Dashboard.

Technical Notes

Same shared login as every role: POST /api/auth/login. Route protection in App.tsx gates every /employee/* route to allowedRoles={["employee"]}.

What's in this guide

Chapter	Covers
Dashboard	Your workload at a glance
Case Management	Your assigned cases, status updates, payments, notes
Client Management	Add clients, enroll them, view their history
Draft System	Create and fill data-collection drafts
Communications	Contact queries and notifications
Payments	Payments from clients you enrolled
Profile & Settings	Your own account

You'll notice most of these pages look and work identically to the Admin guide — that's intentional, they're the same components under the hood, just scoped to what you personally are assigned or have enrolled.