How to Add/Update Contacts

How to Add/Update Contacts

Purpose

This document outlines the process of how to make changes to or add a contact within the Green Leaf Elevated System. This article shows how an employee can do this by accessing their Profile and making the changes there.

Updating Through Employee's My Profile

  1. Log into your Elevated account and navigate from your menu to the My Info Tab > My Information > My Profile.


  1. Once you are in your profile, under the My Personal Info tab, either click the section for Account Contacts on the left, or scroll down until you find the section.
  2. After locating the Account Contacts section, click the +Add button to have a pop-up appear where you can start entering in your contact information.


  1. In the pop-up window, you will need to select the Contact Type (i.e., Emergency, Dependent, and/or Beneficiary), and once you select those options, you will need to fill out any field with a *Red Asterisk. After completing this, select Save, and you will have finished adding a new contact.


Modifying Existing Employee Contacts

To modify existing contacts, find the contact you would like to make a change to, then click the ellipses on the right side of the contact's line. This will allow you to either Edit the contact, or Delete it outright.