Changing Access Permission Level

Learn how to modify the level of access for your users to ensure that your data remains secure and appropriately shared with the right individuals.

ℹ️ NOTE: To grant access for the first time to members of your team you will Send an Invite to your D4H Account.

Personnel & Training, Equipment Management and Incident Reporting

🔑 ACCESS LEVEL: Owner or Editor

  1. Go to the 👤 user menu in the top right
  2. Click on Access Control
  3. In the Permission column click change permission
  4. Select the new permission level you wish to grant the member
  5. Click Update Permission
  6. Next time this member logs into their account, the new permission level will be active


Incident Management

🔑 ACCESS LEVEL: Account Owner

  1. Go to the Admin Area
  2. Expand Collections
  3. Select Personnel
  4. Double click on the personnel name for whom you are modifying access
  5. Select the 📎 Unassign Permission Profile icon next to their current permission
  6. Under Assign a Permission Profile dropdown select a Permission Profiles
      1. You can also assign your members customer permission levels and/or additional granular permissions, see the Configuring Permission Profiles article
  7. Click Save at the bottom of the screen

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