Agency Setup

Agency Setup

Purpose

  1. To explain how to update your agency's information within the Agency Setup section of the Admin Module. 

Video 


Directions

1. Click on Admin > Agency Setup.





2. Here under general information, you can:
  • Upload a Department Logo. 
  • Change the Department Name.
  • Change the Fire Department Type. 
  • Update the Average Annual Call Volume. 





3. Under Headquarters, you can:
  • Update the Phone Number. 
  • Update the Address.





4. Click on save, then move to Organization.


Click on save, then move to Organization.



5. You can add:
  • Divisions.
  • Shifts.





6. Scrolling down further reveals the ability to add Ranks.


Scrolling down further reveals the ability to add Ranks.



7. Scrolling further allows you to add Positions.
  • Positions are found within Form Builders and are in relation to Signatures.


Scrolling further allows you to add Positions.



8. Click on save then Settings.


Click on save then Settings.



9. Here you can adjust the Time and Date format.
  • You can change the Time Zone, Date Format, and Time Format.


Here you can adjust the Time and Date format.



10. You can adjust the Name Preferences.
  1. Choose the Name Order, a Secondary Identifier, and determine if you want to include the suffix.


You can adjust the Name Preferences.



11. Finally, determine the default landing page and Role for those in your organization. 






12. Click on Save, then Security.


Click on Save, then Security.



13. The Security Tab holds different settings related to Passwords and User Timeout. If you do not see a setting, please reach out to your CSM for it to be turned on. 
  1. Session Time Out will log a user out after a period of inactivity.
  2. Enforce Password Reuse Policy will prevent a user from reusing the same password for a certain period of time.
  3. Minimum Password Length will enforce a minimum length of the passwords the user creates. 
  4. Require Strong Password will require special characters, numbers, and capitalized letters.
  5. Max Failed Login Attempts will lock a user out after a certain number of attempts. 
    1. The default is 10, you can set a lesser number but not increase past ten. 
  6. Enforce Password Expiration Policy will require passwords to be changed every 30, 60, 90, 180, 365 days; depending what you choose. 






14. Click on Save.


Click on Save.





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