Versions Compared

Old Version 9

changes.mady.by.user Carolyn Groessl

Saved on

compared with

New Version Current

changes.mady.by.user Carolyn Groessl

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

HideElements
metastrue
commentstrue
childpagestrue
peopletrue
toolstrue
labelstrue
helptrue
breadcrumbtrue
watchtrue
sidebartrue
spacestrue
createtrue
sharetrue
favoritetrue
notificationstrue
spacelogotrue
likestrue

Background Color
color#D3D3D3
Section
Column
width90


Home > eICS > Guide - Contacts > Add a Contact


Column
width10

Prior to adding

When you add a contact to eICS,

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 solution, but not associated with the facility or domain in which you are working. If you search for and find that 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.

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

Tip: If you want the contact to have access to eICS, you must enable their account by providing a username, login email, and phone number. Then, the person

must activate their account. For more information, go to Activate Your Account.

To

search for

add a new contact

  1. On the Home page, point to the Planning menu and click Contacts. The Contacts for page opens.

Image Removed

  1. In the Contacts for list, click the name of the facility.

 The list

  1. Contacts for the selected facility

appears on the left

  1. appear below.

  2. Below the

list of

  1. contacts, click Add New Contact. The Add New Contact, Details opens on the right.

Image Removed

  1. Image Added

  2. In
the upper right, in the Search box, type all or part of

  • On the Planning > Contacts page, with your search results open on the right, click the contact’s name.

    • Below the list, click Select Contact. The Add a
    1. the
    contact’s first or last name, organization name, or phone number.

  • Click the search or magnifying glass icon. The search results open. 

  • 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

    1. Facility
    Contact page opens.In the Facility
    1. Access list, click the level of access
    level
    1. you want to grant this contact.

  • Click Create. The contact is added to the facility.

  • If necessary, you can add or edit contact details and click Save.

    • To add a new contact

    1. Enter the contact's Login Email (this must be a unique email at which the contact can receive and respond to emails). 

    2. Enter the contact's First Name, Last Name, and Organization

  • On the Planning > Contacts page, with your search results on the right in the Details panel, click Cancel.

  • On the right, enter the contact’s Name, Organization, Resource Type, Phone, and Email.

  • In the Authentication provider list, click the service your organization uses.
  • Select or clear the Include this contact information non technical assistance check box.
    Note: Selecting this check box means this contact's information will be included on the Contact Us window. Only one contact can be selected as the primary contact. Selecting this check box will replace the existing primary contact with this one.
    • In the Facility Access list, click the access level for this contact

    1. .

    2. Click Create. The contact appears in the list on the left and the contact details refresh on the right.

    3. On the right, click to

    open drawers and add or change contact information.
    Tip: You can add notes about the contact and changes you made to the contact's information in the Notes drawer. Panel
    borderColor#000000
    titleColor#000000
    titleBGColor#D3D3D3
    titleHelpful Links

    Juvare.com

    Juvare Training Center

    Announcements

    Community Resources

    1. open drawers and add or change additional information.