Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

A primary account contact is set from the Users Agency tab of your Active911 account. Anyone may become the account contact as long as they have Full permissionshave the Edit Permissions permission. This is important to do prior to sending a check payment since we cannot process a check payment without a Primary Account Contact.

  • Find the person who should be the primary contact for the account

  • Click on the star icon (★) to the left of their nameOn the Agency tab, under “Primary Account Contact” click “Edit”

  • Select a member from the dropdown list. If the member you are looking for is not in the list, you should go to the Members page and make sure they have Edit Permissions.

  • Click Confirm

A confirmation email will be sent to this person, informing them that you would like them to become the primary contact for the account. The email contains a special link. If they accept the request and click on the link, they will become the new account contact and the star will turn into a checkmark (✔), displayed on the Agency page.


Frequently Asked Questions

...