Presentation on theme: "GROUP MANAGER: Managing Your SERVFL Contacts SERVFL Everbridge Manager Application System Quick Tips."— Presentation transcript:
GROUP MANAGER: Managing Your SERVFL Contacts SERVFL Everbridge Manager Application System Quick Tips
https://manager.everbridge.net/login * Enter your Username * Enter your Password * Select the Sign-in button * Forgot my Username * Forgot my Password
Example: Example: How to “Toggle” when you are linked to multiple roles/groups in the system? * Alachua CHD GM * Administration GM * Alachua County Partners GM
You can access the following sub tabs to view: * All contacts associated in that particular role/group * You can access multiple Groups based on your permissions * You have the ability to access Rules from this section
You can click on the “Pencil Icon” to update a Contact’s Information You have the ability to Download your Contacts for that Group/Role You have the ability to Send Registration to your Contacts in that Group/Role to invite them to the SERVFL Member Portal. FDOH Employees, MRC Volunteers, and/or Contracted Employees - Send the Registration by Contact - Send the Registration in a Bulk Action - Do not send an invite to the SERVFL Member Portal for your Local Partners Contact Tab
You have the ability to Delete Contacts from a Group or Groups the data is gone Once you delete a Contact – the data is gone. Make sure you let us know if you need to transfer a Contact to another Group that you do not manage. By clicking on the “Add to Group” button you can associate a Contact to more than one Group. Contact Tab
You click on the Contact Tab You click on the Sub Tab titled Group You can Add a Contact to the Groups that you have permissions to manage - Alachua CHD - Alachua Local Partners - Administration Click on the Button titled Add Contact Contact Tab: How to Add a Contact to a Group?
You click on the Contact Tab You click on the Sub Tab titled Group Click on the Button titled Remove - From This Group - From The Group and its subgroups - If you accidentally remove a Contact and you are unable to view this Contact, you can call a System Administrator for assistance. Contact Tab: How to Remove a Contact from Groups?
Add Contact: Required Fields * First Name and Last Name Delivery Methods: Addresses, Phone Numbers, and other key contact methods Additional Information External ID: State Employee/FDOH will need to use the People First ID Number Contact Rick Miller to obtain FL MRC External ID #’s Contact Beverly Elliott to obtain External ID #’s Local Partners Record Type Work County: Alachua County Add Emergency Duty Group, Team Affiliations Click on the Save Button
Add Address Information: Required Fields * Location Name: FDOH Alachua CHD, FDOH Administration, CVS Store #1502 Country: United States Appt/Suite/Unit: Apt #2585, City, State, Postal Code, (Important information to Geocode) Location: Once you enter the above information - Longitude: will display, and geocode on the map - Latitude: will display, and geocode on the map Work County: The Work County data field is listed in the Additional Information. (IMPORTANT INFORMATION TO CAPTURE)
How to add Delivery Methods to a Contacts Profile?
How to add Additional Information to a Contacts Profile?
Drag and Drop data fields you want to generate your report on? Add Associated Groups: To generate reports from the different Roles/Groups you manage.
Click on the link – Users Name: Renae Strauch that is located in the upper right hand corner This will allow you to change your Password, Security Question, and My Profile information Time Zone: * Select your correct Time Zone. Update: * Select the update button for the system to save your current changes.