Contacts

admin help pages

Chapters

1. About Contacts
2. Adding a New Contact
3. Editing a Contact
4. Deleting a Contact

 

Help Video Tutorial

1. About Contacts

The Contacts section of your Petfinder Admin Account is to help you keep track of the people associated with your organization.  You must have one Contact designated as the Petfinder Primary Contact and this person’s information will be highlighted in gray on your Contacts list.

Each person listed on your Contacts page will be an option to select on your Pet Profiles for the public to inquire about a pet.  Each person listed on your Contacts page will receive the Petfinder Weekly Report and Stats.

You can easily sort contacts by clicking on any of the column headings, such as “First Name”, “Last Name”, “Email”, “Phone”, or “Access”.  Clicking the column heading again will reverse the sort of that particular column.

2. Adding a New Contact

To add a new Contact, click the green “Add New” button on the Contacts page.

Complete the fields on the left.  The fields marked with a red * are required to save that Contact.

If the Contact person you are adding should not have any access to your Petfinder account, you can click Save at the bottom.  This Contact will now be an option to select for your pet and event listings.

If you do want the Contact person to have certain access to your Petfinder account, you can select permissions to the right.

Full Access: By selecting Full Access, the Contact person will be able to view and change all sections of your Petfinder account, including adding and deleting pets and creating new Contacts.  Please only select this option if you want the Contact to have full access to the Petfinder account and all information for your shelter or rescue group.

Limited Access: By selecting Limited Access, you can customize the level of access you want the Contact to have within your Petfinder account.

For example, you may wish to add an Adoption Counselor as a Contact with Limited Access so that she can update your pet list.  To do so, after adding her information on the left, select “Limited Access”, then “Add”, “Edit” and “Delete” next to “Animals”.  By doing so, you will allow her to update your Petfinder Pet List, but only read all other sections of your account.

IMPORANT NOTE: If you have added a Contact who should have access of any level to your Petfinder account, that Contact will need to create a User account on Petfinder so that they can have their own login.  The email address entered for that User account MUST match the email address entered for the Contact information so that we can automatically match the accounts together.

For more information on logging in, please see our Login Help Page.

3. Editing a Contact

To edit a Contact, select the person from your list of Contacts.

Make any necessary changes to their personal information on the left side of the screen.

If the Contact already has login access of any level to your Petfinder account, you can adjust their access level on the right side of the screen.

If you are editing a Contact who has not previously had access to your Petfinder account, you can grant them access on the right side of the screen.  Please note that the Contact person will need to create a User account on Petfinder so that they can have their own login.  The email address entered for that User account MUST match the email address entered for the Contact information so that we can automatically match the accounts together.

4. Deleting a Contact

To delete a Contact, select the person from your list of Contacts.  Once you get to the page with their information, click the Delete button at the bottom left.  All pets or events associated with this Contact will be changed to your Organization Info (aka your Organization Info – Public Info).  The Contact person will no longer have access to your Petfinder account.

Note that you cannot delete your Petfinder Primary Contact without first assigning a different Contact person the Primary Contact role.  You can change your Primary Contact in the Organization Info tab.

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