Adding and Updating Contacts using KT Connect

Modified on Wed, 06 Mar 2024 at 01:01 AM

Primary Contacts on an account can use the KT Connect App to add new contacts to their account, or update existing contact's permissions. Follow the steps below to add and/or update contact permissions on your account!

Table of Contents

To add new contacts through KT Connect:

  1. First, make sure you have KT Connect downloaded. (For instructions on getting started, click here.)
  2. Launch the KT Connect App
  3. On the main page, click on the Hamburger Menu in the top left hand corner
  4. Select Contacts from the side menu
  5. Select Add Contact
  6. Enter the contact's details, including email and phone number, and select Add Accounts
  7. Select which account you want the contact to belong to by moving the toggle next to the account name, then Select Account Permissions
  8. Select any account permissions you want to give the contact by moving the toggle next to each permission, then Select Children. Note: You do not have to give the contact any account permissions.
  9. Select the children that you want the contact to be associated with by moving the toggle next to the child's name.
    - If no child is selected, but you still want to create the contact, select Create Contact.
    - If the toggle is on and children are selected, you will be required to enter the contact's relationship to the child, then Select Child Permissions
  10. Indicate if you want the contact to have pick up permissions for each child on the account by moving the toggle next to the child's name. Select Create Contact to create the contact as per the permissions given. 

To update existing contact permissions through KT Connect:

  1. First, make sure you have KT Connect downloaded. (For instructions on getting started, click here.)
  2. Launch the KT Connect App
  3. On the main page, click on the Hamburger Menu in the top left hand corner
  4. Select Contacts from the side menu
  5. Select the contact that you want to update permissions for
  6. View which account the contact is currently associated with. You can change this by selecting the toggle next to the account name, then Update Account Permissions
  7. Make changes to the contact's account permissions by moving the toggle next to each permission, then Update Children. Note: You do not have to give the contact any account permissions.
  8. Make changes to the children that the contact is associated with by moving the toggle next to the child's name.
    - If no child is selected, but you still want to create the contact, select Create Contact.
    - If the toggle is on and children are selected, you will be required to enter the contact's relationship to the child, then Update Child Permissions
  9. Make changes to the contact's pick up permissions by moving the toggle next to the child's name. Select Update Contact to create the contact as per the permissions given. 

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