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In order, you’ll need to add users, assign them licenses and create some schedules, positions, and stations.
Adding Users
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Only personnel with Active911 user accounts (not just device codes) can be added to positions on shifts. If your agency has been using ActiveAlert, you may already have some users set up. You can add other users in one of two ways: one at a time or in bulk. Both are described below in summary--for more information see the relevant pages in this help center. {add links}
Individual User Creation--on the ActiveTeam Calendar page’s side bar, click + Create User. You must give the user a first and last name (which will be displayed as “first last” throughout the application) as well as an email address. All other fields are optional.
Bulk User Creation--on the ActiveTeam Calendar page’s side bar, click + Bulk Create Users. Here you can manually add users (one user per row), import your agency’s device list (which fills out the first and last name fields from the device name), or download a CSV template that you can fill in in a spreadsheet package and upload. As with individual user creation, the first name, last name, and email address fields are required; the phone number is optional. Users created this way will only have login permissions--if you wish to change permissions, you can do so via the Users page or by clicking on their name in the navigation sidebar.
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Users created in ActiveTeam can also log in to the web portal and see the individual dashboard for ActiveAlert; they can also have devices and other ActiveAlert permissions added to them. |
Assigning Licenses
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Just like ActiveAlert has device licenses, ActiveTeam has user licenses. These must be assigned to users that can log in and view/use ActiveTeam. Logging in to the mobile apps as well as responding to requests and viewing the calendar or submitting availability requires a current ActiveTeam license.
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The core of the ActiveTeam product is the schedule. Schedules are discussed in much more detail on the {linked pages}Create a Schedule page, but you’ll need at least one schedule, with its associated station and at least one position, to make use of ActiveTeam.
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Non-repeating schedules, unlike repeating ones, are simply names for groups of shifts. To create your first non-repeating shift (and its schedule), click on the + Non-Repeating Shift button in the side bar.
You’ll need to give the shift a name, a start date and time and a shift length (2 h - 24 hours).
All non-repeating shifts must be part of a non-repeating schedule--to assign this, click on the dropdown. If you don’t already have a suitable schedule, click the + Create New Schedule option and fill in the name for the schedule.
Just like with repeating shifts, non-repeating shifts need a reporting station. If you haven’t already created a station, click on the Reporting Station drop down and click + Create New Station. You’ll need to give the station a unique name.
You’ll also need to assign at least one position to the shift. If you haven’t created any positions yet, click on the positions needed bar and select + Create New Position. See Create a Position for details
🎆 Now you are all set up!
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