Import package (administrators)
One hash-pinned JSON package generated offline by the authorised export tool. Raw workbooks and CRM files are never uploaded here. Validation stores a pending import and shows aggregates only; activation is a second explicit step.
Clients
The authoritative directory of every register client, whether or not it currently appears in a reminder view.
Data-quality worklists
Live counts across every register data-quality state. Excluded is a deliberate do-not-remind decision — not archived and not resolved. Select a state to list those clients; open one to work it.
Users (administrators)
Users are never physically deleted — deactivate to block sign-in while preserving attribution. New users and password resets require a change at first sign-in. The last active administrator cannot be demoted or deactivated.