{"id":1476,"date":"2023-06-01T11:45:51","date_gmt":"2023-06-01T15:45:51","guid":{"rendered":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/knowledge-base\/manage-users-2\/"},"modified":"2026-10-21T17:12:06","modified_gmt":"2026-10-21T21:12:06","slug":"update-key-contacts","status":"publish","type":"ht_kb","link":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/knowledge-base\/update-key-contacts\/","title":{"rendered":"Update Key Contacts"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">With Key Contacts, you can ensure that the contact information for users who have critical roles within your organization\u2019s account are kept up to date. Each quarter, a pop-up will display to all users with a user administrator role reminding them to review and update your organization\u2019s key contacts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-popup.png\" alt=\"\" style=\"aspect-ratio:1.7470427661510464;width:1920px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The pop-up displays a list of each user\u2019s name, phone number, email address, and which of the roles below they hold.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User Administrator<\/li>\n\n\n\n<li>Additional Executive<\/li>\n\n\n\n<li>Business Development<\/li>\n\n\n\n<li>Legal<\/li>\n\n\n\n<li>XML\/API<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can view more information about these roles by hovering over the <img loading=\"lazy\" decoding=\"async\" width=\"31\" height=\"21\" class=\"alignnone wp-image-1490\" src=\"\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-questionicon.png\" alt=\"question mark\" srcset=\"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-questionicon.png 73w, https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-questionicon-50x34.png 50w\" sizes=\"auto, (max-width: 31px) 100vw, 31px\" \/>&nbsp;icon in the list header.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-rolesdescr.png\" alt=\"\" style=\"aspect-ratio:2.2595419847328246;width:592px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each user\u2019s contact information should be reviewed for accuracy. If the contact information is correct for all the users on the list, then you simply click the \u201c<strong>Looks good<\/strong>\u201d button, and you will not have to review and confirm the information again for another three months. If you do not have time to review the user list, you can click \u201c<strong>Remind me later<\/strong>\u201d and the pop-up will be hidden for the next seven days.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-LooksGood_RemindLater_Options.png\" alt=\"\" style=\"aspect-ratio:4.4603174603174605;width:281px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If one or more of the user accounts need to be updated, you can edit them by clicking either the pencil icon, which is on the right after the user\u2019s role information, or the \u201c<strong>Manage Contacts<\/strong>\u201d link below the list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-1494\" src=\"\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-roleswpencil-300x282.png\" alt=\"\" width=\"230\" height=\"217\" srcset=\"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-roleswpencil-300x282.png 300w, https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-roleswpencil-50x47.png 50w, https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-roleswpencil-320x301.png 320w, https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-roleswpencil.png 408w\" sizes=\"auto, (max-width: 230px) 100vw, 230px\" \/>&nbsp; OR&nbsp; &nbsp;<\/strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-1493\" src=\"\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-mngcontactslink.png\" alt=\"\" width=\"143\" height=\"48\" srcset=\"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-mngcontactslink.png 233w, https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-mngcontactslink-50x17.png 50w\" sizes=\"auto, (max-width: 143px) 100vw, 143px\" \/><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Both options will take you to your account\u2019s <a href=\"\/vsrequestors\/knowledge-base\/manage-users\/\">\u201c<strong>Manage Users<\/strong>\u201d<\/a> page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/vsr-keycontacts-mnguser.png\" alt=\"\" style=\"aspect-ratio:2.1029572836801753;width:1920px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On this page, you can locate the user(s) in question and update their contact information accordingly. Once you have finished your updates, you can navigate back to the Verification Services dashboard page. The pop-up will be displayed to you again, but this time you can click on \u201c<strong>Looks good<\/strong>\u201d and you will not have to review and confirm the information again for another three months.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With Key Contacts, you can ensure that the contact information for users who have critical roles within your organization\u2019s account are kept up to date. Each quarter, a pop-up will display to all users with a user administrator role reminding them to review and update your organization\u2019s key contacts. The&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[20],"ht-kb-tag":[50,35,34],"class_list":["post-1476","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-account","ht_kb_tag-key-contacts","ht_kb_tag-user-roles","ht_kb_tag-users"],"_links":{"self":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb\/1476","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/comments?post=1476"}],"version-history":[{"count":11,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb\/1476\/revisions"}],"predecessor-version":[{"id":2099,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb\/1476\/revisions\/2099"}],"wp:attachment":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/media?parent=1476"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb-category?post=1476"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb-tag?post=1476"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}