ePACT For Organizations

How do I invite an administrator?
Once your administrators have been added (either manually one at a time or in with a spreadsheet upload), be sure to invite them to the system so they can a...
Wed, 1 Jul, 2020 at 12:48 PM
How do I remove an administrator?
Removing an organization or group administrator will eliminate their access to member records immediately. To remove an administrator: 1) Go to the A...
Wed, 13 Nov, 2019 at 1:08 PM
How do I send a message to administrators?
You can use ePACT to send general or emergency messages to your administrators:    Go to the Administrators Tab   Check off the member(s) you would li...
Wed, 13 Nov, 2019 at 1:08 PM
How do I send voice messages to my members?
To send a voice message to members, please follow these steps.   1. Select the members who you would like to contact and click Message Members.  2. In the...
Wed, 13 Nov, 2019 at 1:09 PM
How do I add more administrators to an organization?
To add an administrator, select the Administrators tab:   Click the green Add New Administrators button and then Add Manually   Enter the required inf...
Wed, 13 Nov, 2019 at 1:16 PM
How do I add members manually?
To add members manually, one at a time: Click the green Add New Members Choose Add Manually   Fill in all of the required and desired fields Cl...
Wed, 13 Nov, 2019 at 1:17 PM
What do the additional icons on a member's row mean?
 Edit: Change basic contact information, such as email.  View: Quick-view a member's emergency record without downloading a copy.  Comment: Leave...
Wed, 13 Nov, 2019 at 1:18 PM
How do I create a group? How do I add members to a group?
To create a group, select the Groups tab and then:    Click the green Create Group button    Choose a Group Name and click Next     To add membe...
Wed, 13 Nov, 2019 at 1:20 PM
What permissions does a group administrator have?
Currently, a group administrator can:   View and download the records of their group members Send invite, reminder, & reconfirm requests Send genera...
Wed, 13 Nov, 2019 at 1:23 PM
How do I limit my group admin's ability to message the members?
Group administrators can only message the members assigned to their group(s), as well as their members' emergency contacts and/or other contacts. They ...
Wed, 13 Nov, 2019 at 1:27 PM