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 "All Member Records" tab



A Group Administrator can:


 

  • Access and view records ONLY for groups they are assigned to

  

  • Download records for the groups they are assigned to

  

  • Remove a member(s) from a group they are assigned to

  

  • Send invites, reminders and reconfirms to members of the group/s they are assigned to

  

  • Send general or emergency messages via email, text and voice to members for the groups they are assigned to

  

  • Filter for specific medication conditions, consent answers or shared files for the groups they are assigned to

  

  • Run reports for the records in the group they are assigned to (such as pick-up lists)

 

  • Edit Members Records such as make any changes to names or email addresses

 

  • Change their members record to be "Using ePACT" or "Using paper form"