Adding Personnel in Collections


To create a D4H Incident Management account for your personnel you will need to add them into Collections in the Admin Area. This is also where you will assign your personnel a permission profile. Once you have added your personnel into collections, they will receive an email invitation to the account. They will need to click Create My Account and follow the steps to access it. Go to Collections in the Admin Area
  • Open Personnel
  • Click on the orange Add button
  • You will need at least a name and an email address to create an account
  • Click the orange button Create a D4H Incident Management Account
  • Under Permission Profiles select a profile from the drop down list
  • Click Save at the bottom of the screen
  • Your personnel will now receive an email invitation to access the account

Importing Personnel from a CSV file

This is the easiest way to import a list of personnel
  • Click on the small drop down arrow beside Add and click
  • Select a file, it must be a CSV file
  • You will need to map the columns to their respective data fields
  • Select Import
  • You will need to go into each person's profile and create their Incident Management account and assign them a permission profile

Importing Personnel from your Personnel & Training account

If you already have a D4H Personnel & Training account, you can enable this D4H Products Integration to import your personnel from here.

Connect all Existing Personnel to their Personnel & Training Account

Go to Collections in the Admin Area
  • Open Personnel
  • Click on the dropdown arrow next to the Add button
  • Select Import from the dropdown menu
  • Click on D4H Personnel on the left hand menu in the pop up window
  • Select Click Here to link, without updating, all existing personnel to D4H Personnel & Training
Only existing Personnel will be linked if they have a Member Profile in Personnel & Training.