Purpose Statement
The User Management feature within the Community Connect module allows administrators to efficiently create, edit, filter, and communicate with users. This functionality ensures accurate account management, streamlined communication, and improved engagement with community members.
Background Information
Community Connect enables fire and EMS agencies to maintain resident and property data for pre-planning, inspections, and emergency response. Managing user accounts is essential for:
- Keeping contact information up to date
- Communicating alerts and notifications
- Supporting ownership verification workflows
- Maintaining accurate property associations
This module is commonly used by administrative staff and prevention personnel responsible for data management and outreach.
Required Permissions
To manage user accounts in Community Connect, users should have:
- Community Connect Access
- User Management Permissions
- Create/Edit/Delete User Permissions
- Alert/Notification Permissions
Permissions are typically assigned to:
- Administrators
- Data Managers
- Prevention Officers (limited access depending on agency setup)
Video
Step-by-Step Guide
1. Navigate to the Community Connect User List
- Click on the Community Connect module from the main navigation.
- Select Users to open the user management screen.
2. Use Global Search to Find Users
- Locate the Global Search bar in the upper right corner.
- Enter search criteria such as:
- Name
- Address number or street name
- Email or other identifying details
- Review the filtered results displayed in the list.
3. Apply and Save Filters
- Click the filter chevron to expand filtering options.
- Select desired filter criteria.
- Click Apply to refine the list.
- Click Save to store the filter as a Saved View for future use.
4. Select Users for Bulk Actions
- Check the checkboxes next to one or more users.
- Confirm that Bulk Actions and the Delete basket become active.
5. Send Alerts via Bulk Actions
- Click Bulk Actions.
- Select Send Alert.
- Choose the Alert Type.
- Enter a Subject and Body, or load a Template:
- Select an existing template, or
- Delete unused templates
- Click Send to deliver the alert.
6. Create a New User
- Click New User on the left-hand panel.
- Select user type:
- Community Connect
- High Hazard
- Enter required details:
- Password
- Name
- Phone number
- Address
- Set user status:
- Active
- Inactive
- Click Create to add the user.
7. Configure Notification Settings
- Select users or teams to receive notifications.
- Assign recipients for ownership requests.
- Click Save to apply notification settings.
8. View Map and Interact with User Records
- Expand columns to view additional data fields.
- Click on hyperlinked addresses to open the map.
- From the map, access:
- Dashboard
- Pre-plan
- Inspection
9. Review Alerts and Messages
- Click the alert bell icon to view notifications sent to users.
- Select the envelope icon to read message details.
- Click Dismiss to return to the user list.
10. Manage Individual User Actions
- Use the action icons to:
- Create a permit (paper icon)
- Edit user details: Password, Email, Phone and Address change (pencil)
- Deactivate user ( X Icon)
- Delete user (waste basket)
- Click the Community Connect icon to open the user’s landing page and make additional edits.
Best Practices
- Regularly review and update user records to ensure data accuracy
- Use saved filters to quickly access frequently managed user groups
- Leverage templates for consistent communication
- Avoid deleting users unless necessary—consider deactivation instead
- Verify contact information before sending alerts
Troubleshooting & FAQs
Q: Why can’t I create or edit users?
A: Ensure you have the required permissions for user management.
Q: Why are my filters not saving?
A: Confirm you clicked Save after applying filters and that your role allows saved views.
Q: Why didn’t users receive alerts?
A: Check:
- User contact information
- Alert type selected
- Notification settings
Q: What happens when I delete a user?
A: The user is permanently removed. Consider deactivating instead if you may need the record later.