Create and manage Contacts
At Eleplan, we've designed our platform to provide a seamless and efficient experience for our users. To ensure clarity in your account management, it's important to understand the distinction between Contacts and Members on the Eleplan platform.
Contacts are individuals added to Eleplan for the convenience of its Members. Unlike Members, Contacts are not granted access to the platform and do not possess permissions to edit Eleplan details. Instead, they serve as a centralized repository for key contacts associated with your Eleplan.
- Contacts are added for the convenience of members to track key individuals in one place.
- Contacts do not have permission to access the Eleplan platform unless you convert them to a Member.
Members, on the other hand, are individuals who have been granted specific permissions to access the Eleplan platform. These permissions enable them to navigate the platform, view content, and, if granted, edit Eleplan details. Members play an active role in utilizing the features and benefits of Eleplan according to their assigned access level. Learn more about members.
To add a contact, follow these steps:
Navigate to your "People" tab.
Click on the "Contacts" tab.
Click "Add Contact."
Enter the relevant details.
Click "Create."
By understanding the distinction between Contacts and Members, and by following the steps outlined above, you can effectively manage your Eleplan account and keep track of key individuals associated with your Eleplan. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.
Contacts
Contacts are individuals added to Eleplan for the convenience of its Members. Unlike Members, Contacts are not granted access to the platform and do not possess permissions to edit Eleplan details. Instead, they serve as a centralized repository for key contacts associated with your Eleplan.
Key Points:
- Contacts are added for the convenience of members to track key individuals in one place.
- Contacts do not have permission to access the Eleplan platform unless you convert them to a Member.
Members
Members, on the other hand, are individuals who have been granted specific permissions to access the Eleplan platform. These permissions enable them to navigate the platform, view content, and, if granted, edit Eleplan details. Members play an active role in utilizing the features and benefits of Eleplan according to their assigned access level. Learn more about members.
Adding Contacts:
To add a contact, follow these steps:
Navigate to your "People" tab.
Click on the "Contacts" tab.
Click "Add Contact."
Enter the relevant details.
Click "Create."
By understanding the distinction between Contacts and Members, and by following the steps outlined above, you can effectively manage your Eleplan account and keep track of key individuals associated with your Eleplan. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.
Updated on: 01/02/2024
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