ePACT For Organizations

How do I edit my member's name or email?
Organization & Group administrators can edit member records to make changes to names or imported email addresses.   PLEASE NOTE: You cannot change a ve...
Fri, 27 Dec, 2024 at 4:20 PM
As a group admin, how do I gain access to my member's records?
The organization administrator will send you an invite. When you receive it, click on Accept Invite and log in to your existing account or create a new ...
Mon, 30 Dec, 2024 at 3:44 PM
How many records can I print at a time?
There is no limit to how many records you can print. Simply select all the records you need and then click on "Download Selected". Be aware, the m...
Fri, 27 Dec, 2024 at 4:22 PM
How can I contact my member's emergency contacts or other adult household members?
To contact your member's emergency contacts, out-of-area contacts or other adult household members, please follow these steps: Select the member(s) C...
Tue, 31 Dec, 2024 at 10:25 AM
How do I send a reminder email to incomplete records?
To send a reminder email to members who have not completed their records yet (Invited, Outstanding or Reconfirmation Required statuses):   Check off the ...
Mon, 30 Dec, 2024 at 3:49 PM
How do I toggle back and forth between My Personal and My Admin Account?
To toggle between your Personal Account to your Admin Account, simply click on My ePACT to see your personal account and My Organizations to see your Admin ...
Fri, 27 Dec, 2024 at 4:24 PM
What is the difference between Imported and Verified email addresses?
Imported addresses are the ones provided to ePACT by the organization.  Verified addresses are the ones used to create an ePACT account and once an emai...
Tue, 31 Dec, 2024 at 10:29 AM
Why doesn't it print the uploaded documents when I click Print for a member's record?
Currently, attached documents are not automatically printed along with the member's records, the uploaded/attached files are a separate part of the emer...
Tue, 31 Dec, 2024 at 10:31 AM
What kind of comments can I add?
You can add any kind of note you feel is relevant.  Please note: Other administrators can also view any comment you write, but members do not have acces...
Mon, 30 Dec, 2024 at 3:50 PM
How do I add a member to my group?
At this time, only Organization Administrators can add members to a group.  While on the "All Member Records" tab:  Check off the member(s) ...
Tue, 31 Dec, 2024 at 10:34 AM