Configuring the Personnel Template
The Personnel module in your Incident Management account (Operations Center platform) is where you will see a list of all your personnel who have access to that channel.
🔑 ACCESS LEVEL REQUIRED: Account Owner
ℹ️ NOTE: There is only one personnel template for all of your channels across your Incident Management account (Operations Center platform).
- Go to the Admin Area
- Expand Templates
- Select Personnel
- Create your template using the customizing form template and selecting field type articles
- Built-in fields: Name, Email, Phone Contact and Role relationship field
- Click Save