Contact Manager is the central record of everyone your organization reaches through H2CommandCentre. It holds two types of records:
Credentialled users sign in to the platform. Their permissions determine what they can see and do.
Non-credentialled contacts never sign in. They receive notifications and session invites.
Both types live in the same database and both can be added to the contact lists that Notify and VEOC use. From here you create and edit records, build those lists, bulk-import, and control sign-in access and permissions for credentialled users.
A well-maintained Contact Manager is what makes the rest of the platform fast. When a notification goes out, Notify reaches exactly the people on your lists. When a VEOC session activates, you can invite anyone in the database, one at a time or by list. Keep the database current and your team mobilizes without a scramble.
The five sections
The dashboard has five sections. A line under the section name shows which one you are in.
Contacts. Manage individual people: add, edit, delete, search, and export. Start with Find and filter contacts.
Contact Lists. Build and manage the distribution lists that Notify sends to and VEOC can invite in one step. Start with Create a contact list.
Import Contacts. Bulk-load contacts from a CSV file instead of typing them one at a time. See Import contacts from a CSV file.
Manage Business Units. Maintain the client-defined units (departments, regions) used to organize contacts. See Add, edit, or delete business units.
User Roles. Grant permissions per module. See Assign roles and application permissions.
Reading the dashboard
Your signed-in name shows in the top left corner.
Hover over any icon and a grey pop-up names it.
The Invitation Setup Status column shows Accepted or Waiting on the user for credentialed users. See Turn a contact into a user.
When results run long, click Load More at the bottom to load the next page of records.
Who can use it
Setting up and managing contacts requires Contact Manager permissions or a system administrator account. Screens vary with your permissions and subscription, so your dashboard may not show every icon in these articles.