Creating a Team

Any IXACT Contact individual user account can be converted to a team account at any time. The account holder who creates the team account is referred to as the Team Leader, and is responsible for authorizing and managing all team members.

To create a team account:

1.   Click User Profile in the top navigation bar.

2.   In the Account Tasks section, click Create Team.

3.   Enter a Team ID and Password.

Note: Your Team ID and password will be used by new team members to join your team when they sign up for IXACT Contact. Be sure to make a note of the password for future reference.

4.   Click Create Team.

As soon as you create your team, you will notice that your Team ID replaces the Create Team link, and there are new Manage Team Members, Change Team Password, and Change Team Name links available to you.

You can change your team password at any time by clicking the Change Team Password link and entering a new password.
You can change your team name at any time by clicking the Change Team Name link and entering a new team name.

Note: Changing your team name or password has no effect on existing members of your team. Your team name and password is only used to join your team during signup. Team members use their own user ID and password to login to IXACT Contact after joining your team.

There are many other changes that you will notice throughout the system that enable the teams functionality. You can now invite people to join your team account.