When you add a contact to eICS, you must determine if they are an internal or external contact. External contacts can be selected to receive notifications, but they do not have access to log in to the solution.
Note: To change a user's login email, you must simply create a new account with the new login email and deactivate or delete the account with the old login email.
Important: If you want the person to have access to the solution, you must provide a login email. Then, the person will receive a welcome email, through which they must activate their account. For more information, go to Activate Your Account.
To add a new contact
On the Home page, point to the Planning menu and click Contacts. The Contacts for page opens.
In the Contacts for
Prior to adding a contact, it is recommended that you search for the contact and review potential matches to ensure you are not creating a duplicate. The contact may already be in the system, but not associated with the facility or domain in which you are working. If you search for and find the contact is already in the system, you can simply link them to the facility. If the contact is not yet in the system, you can add them and then link them to the facility.
Tip: If you want the contact to have access to eICS, you must enable their account by providing a username, a phone number and an email address.
To search for a contact
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On the Home page, point to the Planning menu and click Contacts. The Contacts for (facility/domain) page opens.
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list, click the name of the facility.
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Contacts for the selected facility
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appear below.
Below the
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contacts, click Add New Contact. The Add New Contact, Details opens on the right.
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In the upper right, in the Search box, type all or part of the contact’s first or last name, organization name, or phone number.
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Click the search or magnifying glass icon. The search results open.
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Do one of the following:
If the contact is in your results, go to the procedure Add an Existing Contact.
If the contact is not in your results, go to the procedure Add a New Contact.
To add an existing contact
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On the Planning > Contacts page, with your search results open on the right, click the contact’s name.
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Below the list, click Select Contact. The Add a Facility Contact page opens.
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- In the
- Facility Access list, click the level of access
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- you want to grant this contact.
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Click Create. The contact is added to the facility.
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If necessary, you can add or edit contact details and click Save.
To add a new contact
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On the Planning > Contacts page, with your search results on the right in the Details panel, click Cancel.
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On the right, enter the contact’s Name, Organization, Resource Type, Phone, Email, and Facility Access.
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If you want the contact to have access to eICS, select the Enable user account check box and enter a Username.
- Enter the contact's Login Email (this must be a unique email at which the contact can receive and respond to emails).
Enter the contact's First Name, Last Name, and Organization.
Click Create. The contact appears in the list on the left and the contact details refresh on the right.
On the right, click to
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open drawers and add or change
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additional information.