Creating a Contact Profile for Admins (First Class Plan Only)

Creating a Contact Profile for Admins (First Class Plan Only)

Overview

Contacts and Admins have a different view and access to ReachWell.

  1. Admins (Network, Org, School, or Group Admins) have access to the ReachWell Dashboard, which is where they publish content that will be viewable on the ReachWell app. Admins log in to the Dashboard from an internet browser. 
  2. Contacts (i.e. families) only have access to the ReachWell app. If your organization imports contacts, they will each get their own unique verification codes to be joined to private groups.

ReachWell recommends admins create a contact profile in ReachWell so they can download the app to their mobile device to see content from the perspective of your contacts and families. For example, a Group Admin might want to see what their announcements look like from the families' perspective. In order to be joined to their private group, the Group Admin will need to first be added to the group as a verified contact. The benefits of having a contact profile as an admin are:

  • They can be joined to private group(s)
  • They can view announcements for their private group(s)
  • They can view calendar events for their private group(s)
Idea
Please visit these articles to learn more about Contacts and Admins

Instructions

In most cases, a contact record is automatically created for all new admins in ReachWell. However, in some cases, they need to be manually created or updated with a phone number in order to generate a verification code. To manually add an admin as a contact so they can be joined to private group(s), please:

  • Navigate to your ReachWell Dashboard > People > Contacts page.
  • Search for the Contact's name
  • Click the pencil (edit) icon corresponding to their record and locate their verification code and take note of it.
    • If no code exists, add the contact's mobile phone number.
  • Edit the organizations this contact should be a member of.  (You may need to de-select the school/org in order to update newly added groups) and click Save.
    • If a phone number was just added, edit the contact profile again to view the newly created verification code
  • Provide the admin with their verification code.
  • Once they have downloaded the ReachWell app, they can enter their verification code using the "I have a code!" option. 
IdeaPlease note:  To upload multiple admins as contacts simultaneously, please visit THIS article.
For additional questions, please reach out to support@reachwellapp.com. We are happy to help! Click here to subscribe to status updates through our ReachWell Academy channel on the app.


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