Adding Personnel (For users with existing credentials or users who do not need system login)

Adding Personnel (For users with existing credentials or users who do not need system login)

This article explains how Agency Administrators can add personnel in agency.epcriv.com. This process applies to:

  • Users who already have ePCRIV credentials (they need to log in to the system)
  • Users who do not require login access (e.g., drivers)

Only Agency Admins with access to Agency Setup can perform this process.

Accessing the Personnel Setup

  1. Log into agency.epcriv.com using your Agency Admin credentials.
  2. Navigate to:
    Tenant Admin → Agency Setup
  3. Locate your agency and click the Action button.
  4. Select Edit Agency.
  5. Go to the Personnel tab.
  6. Click NEW to add new personnel.

Option 1: Adding Users Who Already Have ePCRIV Credentials

(Users who need to log in to the system)

  1. In the personnel creation screen, go to the Name tab.
  2. Click inside the User ID field.
  3. A dropdown list will appear showing all users available for your agency.
    • You can search by username or email address.
  4. Select the user from the dropdown list.
    The system will automatically populate:
    • First Name
    • Last Name
    • Email Address
    • Phone Number (if available)
  5. Navigate to the Licensure tab.
  6. Complete all required licensure fields.
  7. Click Save.

The user is now added to the personnel roster with login access.

Option 2: Adding Users Who Do NOT Need Login Access

(Drivers or personnel who do not require system credentials)

  1. In the personnel creation screen, go directly to the Licensure tab.
  2. Complete all the licensure information.
  3. Click Save.
  4. Return to the Name tab.
  5. Enter the First Name and Last Name manually.
  6. Click Save again.

The user will now appear on the crew roster, even though they do not have system login access.

Result

After completing either workflow, the personnel will be visible in your agency's crew roster and can be assigned to units or used in reporting as appropriate.


Important Note

The personnel’s licensure must be up to date. If the license is expired, the personnel will not be displayed in the crew roster.

    • Related Articles

    • users "Agency Access"

      This article will provide the Agency admin the necessary directions to both provide and remove a users access to the agency. This will delete the users permissions to access the agency, it will not permanently delete the user or any records of ...

    • Patient Database ePCRIV

      This article will show you how to create/edit patients in ePCRIV. * Note: Agency Admin permission is needed to create/edit patients 1. Navigate to epcriv.com and login with your credentials. To Create a New Patient: On the left, click the Patients ...

    • Adding New Facilities (Admin Only)

      To add a new facility to EPCRIV the nemsis code will be needed from nemsis.org Scroll down and click on the state your agency is based in/reports to. Once your state is selected scroll down again and click on "State Data Set" On the State Data Set ...

    • Update Personnel / Crew Information

      To update your personnel or crew information: Navigate to agency.epcriv.com Select Agency Setup on the left menu On your agency click on the action button and select Edit On the top menu select the Personnel tab On the personnel list search for the ...

    • Adding Insurance Favorites in ePCRIV

      To add favorite insurances in ePCRIV first go to the Agency Website On the agency website login and in the menu select "Agency Setup", Then on the demographics page select the agency you want to add the insurances to, by clicking on the actions ...