ePACT For Organizations

How do I remove multiple members from a group?
While on the All Member Records tab, select the member or members you need to remove. Click on More Actions > Remove from Groups. Select the co...
Wed, 13 Nov, 2019 at 11:47 AM
What does it mean when a record is unlinked?
When a member record is unlinked, this means the member has chosen to disconnect themselves from your organization. Their record will likely then be moved f...
Wed, 13 Nov, 2019 at 11:48 AM
I didn't receive the Administrator Invite
If you haven't received an administrator invite, please check your Spam or JunkĀ folders. If you are using Gmail or Outlook, please also check your Socia...
Wed, 13 Nov, 2019 at 12:00 PM
Can I add members with no email addresses?
Yes, our system will let you import records with no email addresses, but consequently you will be unable to communicate with the member until you add one. ...
Wed, 13 Nov, 2019 at 12:01 PM
Help with Replies
Any replies to invites, reminders, reconfirms notices, general or emergency messages go directly to the admin who sent them. If any are asking for technical...
Wed, 13 Nov, 2019 at 12:07 PM
Can I add my members directly into groups using a spreadsheet upload?
Yes! If you know the names of the groups you would like to create, list them in the groups column in your initial spreadsheet upload. Members will then show...
Wed, 13 Nov, 2019 at 12:12 PM
How do I add administrators using a spreadsheet upload?
Please use the following steps to upload a spreadsheet of your administrators. 1. Create a spreadsheet file (.csv, .xls, or .xlsx). You might be able to ex...
Fri, 25 Nov, 2022 at 10:00 AM
What parameters can I use to search or filter members of my organization?
Please see this help article for further information, including the definition, of Filterable and Alertable items in ePACT: How can items be filterable and/...
Sat, 25 Feb, 2023 at 8:52 PM
What's the difference between a waiver and a consent?
A waiver is something you must agree to in order to participate. For example, a common waiver is the release of information to medical personnel in an emerg...
Wed, 13 Nov, 2019 at 12:34 PM
How can I tell when the last communication with a user was?
If the member record has a status of "To be Invited", then that member has never been communicated with via the ePACT system. For all other sta...
Wed, 13 Nov, 2019 at 12:43 PM