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Knowledge Base

Manage Contact Information and Roles

This section outlines how to manage your organization's contact information. 


To begin, launch the 'View/Edit Account' tile from your home page. 

  1. Select the 'Manage Contacts' tab from the top. 
  2. Use the 'Add Another Contact' button below the tabs to add additional contacts to your account. 
  3. Review each contact's name, title, phone number, and email address. 
  4. See the roles that are assigned to that contact for each program. Learn more about contact roles
  5. Click 'Edit Contact' beneath a contact to edit their information, including name, title, phone and email.
  6. Click 'Delete Contact' beneath a contact to remove the contact. Note that contacts with a 'Primary Contact' role cannot be deleted. A form is required to



Add Another Contact

After clicking the 'Add Another Contact' button at the top, complete the required fields.

  • The new contact will automatically receive an email with their login credentials.
  • Be sure to assign roles to the contact for the applicable programs.


Edit Contact

Scroll to the applicable contact, and click the 'Edit Contact' button beneath their information. 

  • Revise the fields as needed.
  • To assign a role for a program, check the applicable box.
  • To remove a role, uncheck the applicable box.
  • The Primary Contact role cannot be unassigned on the portal. A form is required to change a Primary Contact. 



For additional assistance managing contacts, please contact Customer Relations at, or 1-877-667-2626.