How to Add/Update Employee Contacts (Admin)

How to Add/Update Employee Contacts (Admin)

Purpose

This document outlines the process of how to make changes to or add a contact within the Green Leaf Elevated System. This article outlines how contacts can be updated by accessing their account through the Employee Information feature.

Adding Employee Contacts

  1. Log into your Elevated account and navigate from your menu to the Team Tab > My Team > Employee Information. Once there, select the icon and access the employee's account.



  1. In the employee's profile, navigate to the Main tab and locate the Account Contacts section within the quick access menu on the left side of the screen or scroll down to find the section.
  2. Once there, select the +Add button to add a new contact for the employee.
  3. A pop-up window will appear where you will need to select the Contact Type (i.e., Emergency, Dependent, and/or Beneficiary) and enter any additional information regarding their account.
  4. Once your contact's required information has been entered, click Save.


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.

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