You add people to ImpactGraph by inviting them with their email and choosing a role. There is no limit on how many users you can add. The role you pick controls what each person can see and do, so it is the one choice worth getting right.

Invite a team member

Go to Settings > Users.
Click Add User in the top right.
Enter the person's email, first name, and last name.
Under Select Role, pick the role that matches what they should be able to do. Each role lists what it can do, so read the descriptions before choosing.
Click Send Invitation.

ImpactGraph emails the person a welcome message with a link to set up their account. Until they accept, their status shows as Invited.

Choose the right role

The role sets what a person can access. Pick the one that matches their job, not the most access you can give.

Admin: full access to your organization. Can change settings, manage users, run reports, and approve bill pay. Give this only to leaders who need top-level control.
Accountant: works across your organizations to code transactions and manage records. This role is for the person who owns the books. It appears only when your account manages more than one organization.
Manager: runs a program or team. Can manage users, request cards, create bills, customize the donation page, and run reports.
Staff: day-to-day team member. Can see their own spend cards and code their own transactions, but not other people's transactions or organization-wide settings.

If your account manages more than one organization, picking Manager or Staff also asks you to choose which organization the person belongs to.

Add the details needed for a spend card

The invite only needs an email, name, and role. To issue someone a spend card, ImpactGraph also needs their phone number, address, and date of birth, because the card issuer verifies the cardholder's identity.

To add these details, find the person in the Users table and click Edit (or click their row). In the side panel you can fill in their name, phone, address, and date of birth. If any of these are missing when you try to issue a card, ImpactGraph will tell you what it still needs.

Resend an invite or disable a user

Open a person from the Users table to manage their access:

Resend an invite: for someone still showing as Invited, click Resend Invite to send the welcome email again.
Change a role: in Role Management, click Edit Role, pick the new role, and click Update Role.
Disable a user: click Disable User to remove their access. They stay in your records but can no longer sign in. You can re-enable them later with Enable User.