Create an Account

As an administrator, you can create accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. in the solution. After creating an account, an email is sent to the email address for the account with instructions for the person to complete the registration.

To create an account

  1. On the main menu, select Accounts. The Accounts page opens.

  2. Click + Add Account and select Single Account. The Basic Information page opens.

  3. Enter the required information:

    Account creation fields

    Field

    Description

    Account Email

    Email address

    First Name

    Given name

    Last Name

    Surname

    System Role

    Level of access to pages and features in the solution. The options are:

    • Contact

    • Regular User

    • Client Admin

    For more information, see System Roles.

    Status

    Account status Works with roles and permissions to determine the features you can access. for the account you're creating. The options are:

  4. Click Next. The Personal Information page opens.

  5. Enter the person’s Address, including City, State, Zip code, County/Tribe, and any Special Needs or Dependencies.

  6. Click Next. The Contact Information page opens.

  7. To add contact The internal and external people that participate in, might be affected by, or need to be notified about an incident. details, click + Add Email, + Add Phone Number, + Add Pager Number, or + Add Emergency Contact and, in the corresponding field, enter the requested information.

    If your account can access multiple Juvare clients, then eICS will use the most recently updated contact information across all clients. The only exception is the Ad Hoc Alerts An alert, update, advisory, information, drill, or test message that can be sent & received through delivery methods such as email, voice, text, fax, or inbox. feature, which always uses the contact information entered on that client's instance of eICS.

  8. Click Next. The Membership page opens.

  9. To add organizations Official entities, such as public health authorities, healthcare agencies, and corporations., click Add Organizations. The Select Organizations page opens.

  10. Locate the organization in the list. If necessary, click the arrow to expand an organization's list of child organizations. Then, select the checkbox for each organization to which you want the person as a member.

  11. On the upper right, click Select. The Membership page opens.

  12. For each organization, select the person’s organization status and organization role.

  13. Click Submit. An email is sent with instructions to complete the account registration.