(School) Primary Contact

What is a Primary Contact?
The primary contact is the individual who serves as Platinum Educational Group’s main point of contact for your institution. This person will receive invoices from PEG as renewal approaches, be checked in with regularly to ensure everything is going smoothly, and be contacted in the event of any issues. 

Why is it essential to have an up-to-date Primary Contact?
This is particularly important during renewal time. If the contact information is no longer accurate and not associated with the school, our accountant will reach out to the incorrect person to assist in renewing the school for another year. If this issue is not resolved in time, it can lead to an interruption in service.

Is it possible to have more than one?
There is one primary contact per platform. It is possible to have a different contact for each platform you use. For example, if your school uses all three of our platforms—EMSTesting/Platinum Tests, Platinum Planner, and AccredAssist—there could be a separate person for each or the same for multiple platforms. It can be whatever the school needs it to be. If there must be two contacts for one platform, please contact our sales team. Although we would need to choose one person for the school’s settings, we can make internal notes in our systems to contact multiple people when necessary.

How do I update the Primary Contact? 

The primary contact can update the listed individuals within the system.  

1. On the dashboard, click the dropdown on the green credit button and select Edit School. 

2. Scroll down to the bottom, locate the Primary, click on the drop-down menu, and select the new person. Make sure to change the correct software type (EMSTesting, Planner, or AccredAssist). 

Note: If you are the primary contact for one platform but not for another, you will only be able to change the contact for the platform for which you are the primary contact. 

3. Click Update School. This will save the change. 

What to do when the Primary Contact has left suddenly or forgot to update before leaving?
If your school’s primary contact has left unexpectedly or forgot to update their information, please reach out to us as soon as the replacement is identified, whether temporary or permanent. You can contact our support or sales teams. We will update our systems and assist the new person during the transition as needed to ensure a seamless process. The new contact should inform an authority figure within the program about the change and the new contact person. We can then update our systems and support the new contact and/or school in whatever way necessary during the transition.

Who should I contact in Platinum Educational Group?
Support team or our Sales team. You would only need to contact one. However, no matter who you reach out to in Platinum Educational Group, even if that person is unable to assist, they will quickly get the information to the right people, and everything will be taken care of efficiently.

• Support team:
  • Email: [e-mail]
  • Chat: When logged into Platinum, there is a red Help button on the bottom right. Click it, then select the red Live Chat button.
• Sales Team: 
  • Email: [e-mail] or email your account representative directly.