Contacts

How to Add a New Contact

On a computer or laptop, click on Data Setup, Contacts

You can query contacts, filtering by division, agency, first name and/or last name.

To add a contact (must have Manage Users permissions), Click Add Contact.

Enter information.  Required fields are indicated with an asterisk

A password must be at least 8 characters, one uppercase, and one symbol.

The next screen requires the entry of at least one email and one phone number; numbers only, no dashes. 

The last screen is where permissions are assigned.  You can only assign permissions for your agency.  

Dispatch admin can assign Dispatch Box Cards for a division.

If you are not assigning any special permissions, you can just click Add Contact.

Agency/Division admin can update user’s permissions anytime. 

Search for the user and click View Contact. You can see the user’s information and assigned permissions.  You can change a user's password here as well. 

To make updates, click Update Permissions.  There you can make updates, and, if needed, Delete Contact.  Click Update and Preview when you are finished. 

When assigning permissions for Create and Edit Box Cards, Approve Box Cards, and Manage Users, only include the agency.  Adding the division as well enables access to every agency in the division.                                                                                                                                                                     On a mobile device, click on the 3 lines at the top left of the screen, then Data Setup, then Contacts.                                                                                                                                                                                                             If you have Manage Contacts permissions for your agency, you will see a blue Add Contact at the top.  Click that, and fill in the rest of the data as stated above.