How Do I Add a New User?

Using the Users module in the Administrative Functions, only individuals with Admin or Admin (No Payroll) can configure users for access to your organization's account. 

Users are individuals that need to enter/edit data on the mobile app or desktop console. Users must also be added to your Employee Inventory, if you would like to assign them to Teams

Role Descriptions

  • The Admin role will grant administrative access to Crisis Track, allowing you to set up user accounts for your organization, create and edit incidents, edit structures, create and edit employee and equipment inventories. Be sure to choose this privilege carefully.
  • The Admin (No Payroll) grants administrative access without allowing the user to see employee pay information.
  • The Commander role is a User role with the ability to create incidents.
  • The User role will have normal account access to Crisis Track with the ability to create and edit teams, tasks, and entries.
  • The Viewer role will be able to access an incident's data but will not be able to create or edit anything.

Add New User

1.     Log into the Crisis Track Console --> click Select next to Administrative Functions --> click Users icon

2.     Click  New in the top left corner of the Users module screen.

3.     In the search box at the top of the screen, type either the individual's first or last name to check if they already have a username. If they have a username and require a password reset, you can do so by pressing the Reset button in the row of their name, creating and confirming their new password, and providing the individual with the new password. If they do not have a username, proceed to step 4.

4.    Click on the Employee dropdown field and start typing the individual's name in the search box to check if they have already been added to your employee inventory. If the individual is found, select their name from the dropdown, which will auto populate their name in the First and Last Name fields. 

a. If the individual is not found, select New next to Employee dropdown field and fill in at least the individual's First Name and Last Name. Click Save. This will also add the individual to your employee inventory. Back in the New User window, select the newly added name from the Employee dropdown list. 

5.     Fill in the details such as user ID, initial password for this user, and their chosen role level (role descriptions can be viewed below). An email address is required for each user and will enable them to request a forgotten username or request a password reset.

a. User IDs must be unique to all of the users in all Crisis Track accounts. We recommend using an inherently unique ID such as an email address.

b. Selecting the " Send email to user with login info" box will send them an automated email with their username and password. They will be required to change their password when they first log in.

6.     (Optional) Choose the department to which this user belongs. Learn more about departments.

7.     Click  Save.

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