Emergency Contacts

Add a new emergency contact

To edit your own information, select your name from the account menu (top corner) and select Profile.

To edit information on another user's behalf, in Core use the People finder to access a user's profile.
Select Contact card.
Under Emergency contacts, select Manage phonesor Manage email depending on which type of information you want to create.
Select to Create a new phone number or Create a new email address.
Enter the required information for the contact (for phones you'll also indicate a type of phone) and then select Add entry.

New contacts are Active by default. You can drag and drop the entries to order them according to priority so that the person who should be contacted first appears at the top of the Active column.
If your school uses the Connect 5 integration, select Every Time, Emergency Only, or Never from the Automated call/email option.
Select Save.

Tip: If you need to mark the new contact as Not in use, you can do so after you save it. Just edit the newly saved contact to move it to the appropriate column.

Mark an existing contact as 'Active' or 'Not in use'

Some phone numbers and email addresses may not be appropriate for use all year. For example, your school may want to mark a land line phone associated with a seasonal address or an email address for a student's relative who is only available for part of the year as "active" only some of the time and "not in use" at other times.

To edit your own information, select your name from the account menu (top corner) and select Profile.

To edit information on another user's behalf, in Core use the People finder to access a user's profile.
Select Contact card.
Under Emergency contacts, select Manage phonesor Manage email depending on which type of information you want to manage.
Drag and drop contacts into the appropriate column (Active or Not in use). Order them according to priority so that the person who should be contacted first appears at the top of the Active column.

By default, all of a user's existing relationships appear in the Not in use column if they have contact info provided. However, relationship contacts without a phone number or email address do not even appear in the Not in use column.
If your school uses a third party integration partner (such as Connect 5) you can select Every time, Emergency only, or Never from the Automated call/email option.
Select Save.

Edit details for an active contact

You can update the name, relationship type, phone type, and phone number for an existing phone contact.

You can also update the name, relationship type, email address type, and email address for an existing email contact.

To edit your own information, select your name from the account menu (top corner) and select Profile.

To edit information on another user's behalf, in Core use the People finder to access a user's profile.
Select Contact card.
Under Emergency contacts, locate the contact whose information needs updated, and then select to Edit the individual's contact details.
Update the details.
Select Save.

Delete an emergency phone number or email

To completely and permanently remove a contact that is not in use, you can delete it. Otherwise, consider marking it as simply "not in use" instead. Active contacts and contacts that are themselves users (the contact also has a username and password) are associated with users can't be deleted. Mark the contact as no longer in use before you attempt to delete it. Ensure that all users have at least one active emergency contact.

To edit your own information, select your name from the account menu (top corner) and select Profile.

To edit information on another user's behalf, in Core use the People finder to access a user's profile.
Select Contact card.
Under Emergency contacts, select Manage phonesor Manage email depending on which type of information you want to delete.
Locate the contact that is Not in use that you want to remove. Then select to Delete (trash icon) the specific contact.
Select Save.

Enable the contact card manager role

Most employees who are responsible for keeping user profile data updated should have the contact card manager role instead of platform manager role (and its clones).

Tip: Learn how to manage roles and tasks for users.

Contact card managers can handle personal data common to any user (including contact information, demographics, relationships, emergency contacts, business, and education information).

From Core, you can use the People finder to go to a user's profile and Contact card to make changes.
From Core, Users, you can also select Handle profile changes to review the changes users have made or that other administrators made on a user’s behalf.

We recommend schools also use the contact card manager role to grant API access to any of our third party partners who rely on accessing or updating Contact card data. It ensures that the API access is limited strictly to the data they need.

We recommend schools grant the platform manager role sparingly.

Schools should avoid granting users a clone of the platform manager role, even when they remove unwanted tasks to limit the clone's access (as much as possible) to only contact card functionality. If your school relies on clones, consider replacing them with the contact card manager role instead.

When platform managers receive new tasks or an existing task it updated, schools with clones must review the clones to ensure their access is still appropriated limited (not too little nor too much power).

Customize the instructions for managing contacts

Whenever someone edits their own emergency contacts or edits contacts on behalf of someone else, they do so from the target individual's Profile by selecting Contact card, viewing the Emergency contact information, and then choosing to Manage phonesor Manage email. Your school can customize the text that appears at the top of these "manage" interfaces (screens).

From Core, select Users and then User profile settings.
Select Emergency contact settings.
In the text box, enter your contact instructions and format them as desired. You can even include a link to additional information about your school's emergency procedures and expectations.
Select Save & exit.