Agency Settings

The central control panel where agency administrators manage everything about their agency.

Agency Settings is the hub for agency administration. The top of the screen shows the current agency name with a dropdown to switch between the agencies you administer, each with its own unread count. Below it sits a list of seven collapsible sections. Tapping a section header expands it to reveal its screens, and tapping one of those opens it — giving you one place to reach members, groups, ranks, statuses, modules, inventory, vehicles, integrations, incidents, and connected hardware.

info

This screen is part of the Admin Tools and requires an agency administrator role. If you do not have admin access, you will not be able to reach it.

Overview

The screen has three parts: a header showing your current agency's name, an agency dropdown with an unread badge, and the collapsible section list.

Section	What it covers
Overview	Members, membership, devices, groups, ranks, statuses, general settings, and bulk messaging.
Modules	Which modules exist, who can use them, and the reference data behind maps, locations, forms, and audio.
Inventory	Every inventory screen, plus the item statuses, assignment types, and location types behind them.
Vehicles	Fleets, vehicle details and inventory, vehicle types and templates, custom fields, and service statuses.
Integration	Outside connections, the link board, the QR builder, and radio codeplug uploads.
Incidents	Incident settings, types, task statuses, dispatch partners, comms plans, channels, and responder statuses.
Connect Software	Hardware bridges — Barix devices and radio sync.

Every section starts collapsed. A chevron on each header points right when closed and down when open.

Getting Here

1. Open the Account tab and tap the Settings module.
2. The Agency Settings screen opens with your current agency's name as the header.
3. The seven sections appear in the list below, all collapsed.
4. Tap the Back arrow to leave.

Switching Agencies

1. Tap the agency dropdown below the header, which shows the current agency name.
2. A list of every agency you administer appears. Each row shows the agency name, with an unread count badge beside it if that agency has activity waiting.
3. Tap the agency you want to manage. The dropdown label changes and every section now works against that agency.
4. The badge next to the dropdown itself shows the unread count for whichever agency you are currently on. It is hidden when there is nothing unread.

If you have unsaved changes when you tap the dropdown, the app first asks "Settings Updated — Do you want to save changes?":

Choice	What happens
Save	Saves your changes and stays on this screen so you can then pick an agency.
Cancel	Closes the prompt without switching.

caution

The agency you pick here becomes the one every section works against, and that choice sticks until you change it or leave the screen. Check the dropdown label before you start editing groups, ranks, or members — it is the difference between fixing one agency's roster and quietly editing another's.

Opening a Section

1. Tap a section header to expand it. The chevron turns from pointing right to pointing down, and the section's screens appear beneath it as indented rows with their own icons.
2. The list scrolls so the first row of the newly opened section is in view, which saves hunting for it at the bottom of a long list.
3. Tap a row to open that screen. Every screen has its own Back arrow that brings you back here.
4. Tap the section header again to collapse it. Several sections can be open at once.

What is inside each section

Section	Rows inside it
Overview	Summary, Membership, Members, Devices, Groups, Ranks, Statuses, General Settings, Bulk Notifications, Agency Messages
Modules	Module Config, Module Permissions, Calendar Types, Zones & Layers, Map Icons, Offline Maps, Location Types, Locations, Worksheet Warehouse, PDF Builder, Audio Channels, RF Maps, Video Streams
Inventory	Dashboard, Categories, Items, Storage Locations, Manufacturers, Custom Fields, Templates, Browse, Item Statuses, Assignment Types, Location Types
Vehicles	Fleets, Vehicle Detail, Vehicle Inventory, Vehicle Types, Vehicle Templates, Custom Fields, Service Statuses
Integration	Connections, Link Board, QR Builder, Upload CodePlug
Incidents	General Settings, Incident Types, Task Statuses, Dispatch Partners, SARTopo Profiles, Message Profiles, Responder Statuses, Inbound Calls, Channel Type, Channels, Comm Plans
Connect Software	Barix, Radio Sync

note

Three row names appear in more than one section — General Settings, Custom Fields, and Location Types. They open different screens depending on which section you tapped them from. General Settings under Overview is agency-wide; under Incidents it covers incidents only. Custom Fields under Inventory applies to equipment; under Vehicles to vehicles. Location Types under Modules covers map locations; under Inventory it covers storage places.

Leaving the Screen

Tapping Back does two things: it puts the current agency back to the one you were working in before you opened Agency Settings, and it returns you to the previous screen.

If you have unsaved changes, the app asks "Settings Updated — Do you want to save changes?" first:

Choice	What happens
Save	Saves your changes and leaves the screen.
Cancel	Discards your changes, restores your previous agency, and leaves the screen.

With nothing changed, Back simply restores the previous agency and leaves.

tip

Because Back restores your previous agency, you can safely dip into another agency's settings and come out where you started. Just do not rely on that if you tapped Save — saving keeps the agency you had selected.

Loading and Empty States

Situation	What you see
Opening the screen	The header and dropdown show your current agency straight away; the seven section headers are all collapsed.
You administer only one agency	The dropdown lists that one agency.
No unread activity anywhere	The badge next to the dropdown is hidden, and no row in the dropdown shows a count.
Tapping a section with no rows	Nothing happens and the chevron is hidden — every section in the app currently has rows.
Opening a screen inside a section	That screen loads on its own and may show its own spinner, empty state, or error.
Offline	The section list and dropdown still appear, because they come from data saved on your device. Most screens inside them need a connection.

How This Connects

• Where the data comes from. The section list itself is built into the app, so it always appears. The agency name, the list of agencies in the dropdown, and each unread count come from your agency records saved on your device — which is why the panel opens even without a signal.
• What updates it. Your administrator role, which decides whether you can reach this screen at all, and your agency memberships, which decide what the dropdown offers. The unread counts move as notifications and messages arrive.
• The Overview section is where the roster lives. Membership handles requests and invites; Manage Members is the roster with assignment and per-member settings; Manage Groups, Manage Ranks, and Manage Statuses define the labels those assignments use.
• Those three lists feed the whole app. Ranks and statuses appear in the Directory, on the status bar, and in command personnel views such as Command Resources. Groups decide messaging destinations and poll eligibility on Voting Polls.
• The Inventory section opens the same screens members use. Categories, Items, Storage Locations, Manufacturers, Templates, Browse, and the Inventory Dashboard are identical whether you reach them from here or from the Inventory module on the Account tab.
• The Modules section shapes the Account tab. Module Config and Module Permissions are what decide which tiles a member sees on their Account tab, and whether each one is enabled or dimmed.
• Vehicles tie back to equipment. The fleet you define here is what fills the Vehicle dropdown on the Items form, so a piece of gear can travel with a unit.
• Incidents settings shape the incident screens. Incident types, task statuses, and responder statuses appear throughout Incidents and the command views.
• Members see the other side of this panel. Ordinary members reach their own app settings through App Settings and App Defaults — the same screens you can open on their behalf from Manage Members.
• Offline and reconnect. The panel itself works offline. Inside it, the inventory screens keep working and queue your changes, while the roster screens — Membership, Members, Groups, Ranks, Statuses — need a live connection and will show an error instead. Reconnect and reopen the screen you need.

Troubleshooting

If this happens	What to do
You cannot reach this screen	It requires an agency administrator role. Ask an existing admin.
The dropdown lists only one agency	You administer only that agency. Being a member of another is not the same as administering it.
You edited the wrong agency's settings	Check the dropdown label before editing. Switch to the right agency and correct the change.
"Settings Updated — Do you want to save changes?" appears unexpectedly	Something on the screen was changed. Choose Cancel to discard it.
Your agency switched back when you left	Expected — Back restores the agency you were working in before you opened this screen.
A section will not expand	Tap the header itself rather than its icon. If the chevron is missing, the section has no rows.
You tapped a row name and got an unexpected screen	General Settings, Custom Fields, and Location Types each appear in two sections and open different screens. Check which section you are in.
A screen inside a section shows an error	Most admin screens need a connection. Check your signal and reopen it.
The unread badge does not clear	Work through the alerts in Notifications for that agency.
A section is missing entirely	The seven sections are fixed. If one looks absent, scroll — collapsed headers are compact and easy to skim past.
The list jumped after you expanded a section	It scrolls to the first row of the section you opened, on purpose.
Changes you made are not showing for members	Members re-read agency configuration when they switch back to the Account tab, and need a connection to sync it first.

Related Pages

• Manage Members
• Manage Groups
• Manage Ranks
• Manage Statuses

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