An Organization Administrator can:

  • Access and view ALL records for the organization
  • Edit incorrect info like email address, division, or name spelling errors
  • Download ALL records for the organization
  • Upload lists to add members
  • Add members manually
  • Add a member(s) to a group
  • Remove a member(s) from a group(s)
  • Switch members to Using Paper Forms/Using ePACT
  • Create and delete existing groups
  • Filter for specific medication conditions, consent answers or shared files for ALL records in the organization or for specific group(s).
  • Run reports for ALL records for the organization - like pick-up lists. They can also limit it to specific group(s).
  • Add  both other organization administrators and group administrators
  • Assign and invite group administrators to specific groups
  • Send invites, reminders and reconfirms to ALL records or limit them to specific (groups) using the filter
  • Access to "Organization Settings" with the ability to schedule Auto-Reminders, Auto-Reconfirms and edit Upload Settings and Basic Info.
  • Send general or emergency messages via email, text and voice to ALL records or limit them to specific (groups) using the filter
  • Remove record(s) to the Disconnected Tab (and subsequently remove them completely)
  • Revert record(s) to the "Active Member Records" tab


Group Administrators can only access those members of groups they are assigned to or groups they create. Compared to Org Admins, Group Admins experience a more limited view of the ePACT Admin Dashboard and limited access level to a dashboard's functionality and features.


A group administrator can:

  • View and download the records of their group members
  • Send Invite, Reminder and Reconfirmation communications.
  • Send general or emergency messages to their group members, their emergency contacts and/or out of area contacts
  • Create Groups and add/remove members
  • Use the Advanced Search and Filter tool across multiple groups they are responsible for, or just one group as needed
  • Edit profile information for members of their group, e.g. email or session
  • Switch a member of their group to Using Paper Forms (and then back to Using ePACT).
  • Add comments only visible to other Administrators
  • Upload files or documents
  • Export lists, e.g. pick-up reports


Key to Note:

  • Group admins can be added and invited to your organization without being connected to a group first.
  • Group admins only need to accept one invite for your organization; they do not need an indiviudal invitation for each group you add them to. See How do I add an admin to a group if they are already connected to my organization? for more detail.
  • If a group admin is added to a new group, they will immediately have access to those members' information.
  • Group Admins and Organization Admins can be invited at the same time.
  • If a group admin has accepted an invitation for your organization but are not yet assigned to a group, when they othey will see a red message indicating they aren't yet associated with a group.