Account
Your personal home base for profiles, certifications, memberships, and agency tools.
The Account tab is the launching pad for everything tied to you and your agency. It shows a grid of module icons — your personal profile, your agency's profile, certifications, notifications, settings, and more — and tapping any icon opens that area. Which icons appear, what they are called, and whether they are enabled all depend on how your agency administrator has set things up, so your grid may look different from a colleague's.
Overview
The Account tab is a scrolling grid of tappable tiles. Each tile has an icon and a label underneath. Nothing on this screen is fixed — your agency chooses the set, the names, the icons, and even the colors.
| Module | What it opens |
|---|---|
| Personal Profile | Your own user info, devices, and agency information. |
| Agency Profile | Your agency's contact details and admins. |
| Certifications | Your certifications, the agency catalog, the full catalog, and a form to add a new one. |
| Find an Agency | Your requests to join other agencies, and a way to submit a new one. |
| Notifications | Your notification and system alerts. Carries an unread badge. |
| Settings | App, account, and agency settings. |
| Connect Devices | Pairing and managing connected devices. |
| Shared Data | Data shared with you or your agency. |
Some agencies also place custom forms on this tab. Those tiles open a form built by your agency rather than one of the standard screens.
How the grid is laid out
| Device and orientation | Columns |
|---|---|
| Phone, portrait | 2 |
| Phone, landscape | 4 |
| Tablet, portrait | 3 |
| Tablet, landscape | 4 |
The grid re-lays itself out when you rotate the device, and tile labels are slightly larger on a tablet so they stay readable at arm's length.
Getting Here
- From anywhere in the app, tap the Account tab in the main bottom navigation.
- The account grid appears, with one tile per available module.
- Tap any tile to open that module. Dimmed tiles cannot be opened.
- Use the up and down arrow buttons at the side to jump to the top or bottom of a long grid.
Opening a Module
- Scroll the grid until you find the module you want.
- Tap its tile. If the module is enabled, the app opens it.
- If the tile is dimmed, your agency has not turned that module on for you and tapping does nothing at all — there is no error message.
- Reopening the Account tab always refreshes the grid, so a module your administrator just enabled appears the next time you come back to this tab.
Enabled and disabled tiles
| State | How it looks | What happens when you tap |
|---|---|---|
| Enabled | Icon and label in your agency's chosen "enabled" colors, on a solid tile background. | The module opens. |
| Disabled | Icon, label, and background in the "disabled" colors — noticeably dimmer. | Nothing. |
The modules in your grid are controlled by your agency administrator, who configures them in Agency Settings. If you expect a module and do not see it — or see it dimmed — contact your agency admin. Nothing you can change on your own device will add it.
Reading the Notifications Badge
- A small red badge sits on the corner of the Notifications tile whenever you have anything unread.
- The number counts notification alerts and system alerts added together, so it reflects everything waiting for you.
- The badge is hidden entirely when the count is zero — it does not show a "0".
- The count refreshes on its own as alerts arrive, without you having to leave and return to the tab.
The scroll arrows and the red hint
The up and down arrow buttons do two jobs. They scroll, and they warn you about unread alerts you cannot currently see.
| Arrow appearance | Meaning |
|---|---|
| White arrow | Just a scroll shortcut — nothing unread is hidden in that direction. |
| Red arrow | The Notifications tile is off-screen in that direction and has unread alerts. |
| Arrow hidden | You are already at that end of the grid, or the grid is short enough that it does not scroll. |
- Tap the up arrow to jump to the very first tile.
- Tap the down arrow to jump to the very last tile.
- If an arrow turns red, scroll that way to find the Notifications tile with its badge.
The number badge on Notifications counts both notification alerts and system alerts together, so it reflects everything waiting for you — not just messages from people.
How This Connects
- Where the grid comes from. The tile set is part of your agency's configuration, saved on your device along with the rest of your agency record. That is why the grid still appears when you are offline, even though the individual modules may need a connection once you open them.
- What updates it. Your agency administrator, working in Agency Settings. Changes arrive with the next sync, and the grid re-reads them every time you switch back to this tab. The app also refreshes the grid automatically when module data changes underneath it.
- The unread badge is shared. The count comes from the same unread tallies that drive the Notifications screen. Clearing alerts there clears the badge here. What lands in that count is shaped by Push Notification Settings and Mute All Notifications.
- Tiles that lead to admin tools. The Settings tile opens App Settings, which is also the way an agency administrator reaches Agency Settings and from there the ranks, statuses, groups, and members screens.
- Tiles that lead to your own record. Personal Profile holds your name, contact details, devices, and your standing in this agency; Agency Profile holds the agency's own contact card.
- Where this tab sits. The Account tab is one of the main tabs described in Main Container and Account Tab; the bar across the top of the app is covered in Status Bar.
- Offline and reconnect. The grid itself is drawn from saved agency data and works without a signal. The unread badge is read from alerts already on your device, so it is accurate offline too. Individual modules vary: Personal Profile, Certifications, and the whole Inventory module keep working offline, while Find an Agency and Voting Polls need a connection.
Troubleshooting
| If this happens | What to do |
|---|---|
| A module you need is missing from the grid | Ask your agency administrator to enable it for you. It is an agency setting, not a device setting. |
| A tile is dimmed and tapping does nothing | Same answer — the module is switched off for you. There is no error message by design. |
| The grid looks different from a colleague's | Expected. The tile set is per-agency and per-user, so two people can see different grids. |
| The Notifications badge does not clear | Open Notifications and work through both the notification alerts and the system alerts — the badge counts both. |
| A scroll arrow is red but you see nothing unread | The Notifications tile is off-screen in that direction. Scroll that way to reach it. |
| Tiles are cramped or overlapping after rotating | Rotate back and forth once; the grid re-lays itself out when the tab becomes visible again. |
| A module your admin just enabled is not showing | Switch to another tab and back to Account, which re-reads the grid. If it still does not appear, go online so the agency configuration can sync. |
| An icon is missing or shows as a blank square | The icon image has not finished downloading. Go online and reopen the tab. |
| You tapped a tile and got an empty screen | That module needs a connection. Check your signal and reopen it. |
Related Pages
⬅️ Previous: Templates | Next: Personal Profile ➡️