Inviting New Users

Personnel & Training, Equipment Management, Incident Reporting

Below are instructions for adding one or a few members to your accounts and granting them permission profiles. For information on how to bulk upload a large number of members all at once, go to the members article.
To invite a member into your account:
  • Go to Access
  • Click the + Add Members button
  • Add the member's name and their email address and any other relevant details
  • If you wish to add multiple members at the same time you can simply click + Add Another for each and enter their details
  • Next, click Import All Members
  • Now that the member has been added you will need to grant them access
To grant members access to your account:
  • Go to Access
  • In the Username column click Send Invite for the member you want to grant access
  • Each member must have a valid email address to which the system can send an invite
  • Select the permission level you wish to grant the member
  • Click Send Invite
  • This member will now receive an email invite asking them to create their D4H account

Incident Management

Below are instructions for adding one or a few members to your accounts and granting them permission profiles. For information how to bulk upload a large number of members all at once, go to the adding personnel in collections article. You can also add assign your members custom profiles. Go to the custom permission profile article for more information.
To invite a member to your account
  • Go to Collections in the Admin Area
  • Open Personnel
  • Click on the orange Add button
  • You will need a name and an email address to create an account
  • Click the orange button Create a D4H Incident Management Account
  • Under Permission Profiles select a profile from the drop down list
  • Click Save at the bottom of the screen
  • Your personnel will now receive an email invitation to access the account
Last modified 3mo ago