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 1mo ago