Inviting New D4H Users

Inviting a user is different between our different products. Click on the product name below you want steps for:

Team Manager - Personnel & Training, Equipment Management & Incident Reporting
Operations Center - Incident Management

💡TIP: See Sign-In Issues & Troubleshooting for more information on these types of queries.

Team Manager - Personnel & Training, Equipment Management & Incident Reporting

ℹ️ NOTE: For information on how to bulk upload a large number of members all at once, go to the bulk import members from a spreadsheet article.

To add a member into your account:

Go to Planning > Members
Click + Add Members
Add the member's name, their member status, and their email address and any other relevant member profile details
If you wish to add multiple members at the same time you can simply click + Add Another for each and enter their details
Click Import All Members
Now that the member has been added you will need to grant them access

To grant members access and send an invite to join your :

💡TIP: As a best practice, let your member's know ahead of time they will be receiving an invitation to join your account. The link in the email sent is only good for 24 hours after it is sent.

Go to the 👤 user menu in the top right
Click on Access Control
In the last 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 user 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

Operations Center - Incident Management

💡TIPS:

For information on how to bulk import a large number of members all at once, go to the importing personnel in collections article.
For information on how to import your Personnel from your Personnel & Training to your Incident Management account, go to D4H products integration article.

To add personnel to your account:

Go to the Admin Area
Expand Collections
Open Personnel
Click on the orange Add button
You will need a name and an email address to create an account
Click Save

To grant user access and send an invite:

💡TIP: You can also add assign your members custom permission levels. Go to the configuring permission profiles article for more information.

Go to the Admin Area
Expand Collections
Open Personnel
Double click on the Member's name
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 receive an email invitation to the join the account. They will need to click Create My Account and follow the steps to access it