Manage Emergency Contacts

This article will show you how to add, remove, and modify Emergency on an account.

Important Note:

You can enable the Number of Emergency Contacts Required Organization Option to require emergency contacts to be added to accounts.

Instructions

1. Create a new user or edit an existing user

2. Select Manage Emergency Contacts

3. Fill out the Add New Emergency Contact fields

   • Emergency Contact First/Last Name: Add the first and last name of the emergency contact

   • Relationship: Choose the relevant relationship from the drop-down

   • Emergency Contact Phone: Enter a phone number for the emergency contact

   • Emergency Contact Email: Add the emergency contact's email

4. Click Add New Contact

5. The emergency contact will show at the top

6. If desired, repeat steps 3-4 to add additional emergency contacts

   Note: You may be required to add multiple emergency contacts if there is a specific requirement set in Organization Options.

   Note: You can only add a maximum of 5 emergency contacts.

7. To make changes, select Actions (three-dot menu), then select Modify next to a contact

   1. Edit the emergency contact fields and click Save

8. If you have more than one Emergency Contact, click and drag them into the order of who should be contacted first

9. To delete a contact, select the remove icon next to their name

   1. Click Ok on the pop-up that says Are you sure you want to remove "Contact Name" from your Emergency Contacts?

10. Click Account Profile to return to the account page