Here's a quick overview on how to invite new users and manage their settings. Please note that you have unlimited users!
How to add a team member
Log into app.impactgraph.ai and Navigate to Settings > User Management in the navigation panel
Click "+ Invite User" in the top right corner and add emails for the users you want to add, separated by a semicolon:
Example: user1@sponsored.org; user2@sponsored.org; user3@sponsored.org
Add user information by hovering over the user in the table and clicking Edit. You'll be able to information like:
Name
Phone
Address
Birthday
Roles
💡 Address, Phone Number, and birthday are all needed for users to be eligible for spend cards
What are the different role types?
Organization Admin: Executive Director or CEO of your sponsored organization. This person has full control over information in your organization: add/edit users, manage all transactions, view balance, generate reports, bill pay approvals and more. Only give this role out to leaders or board members for your organization.
Organization Member: Team member for your sponsored organization. They have access to their own spend cards, transactions, and can submit bill pays but are not able to edit/view other transactions or overall organization information.
Frequently Asked Questions
Q: Why does it say "Missing Info" in the table?
A: Missing info refers to the information necessary for spend cards. If you don't want to issue a spend card to that user, you may not need to input this information. Please check with your fiscal sponsor on their specific information policy.
Q: Can I create new user types?
A: Reach out to us at support@impactgraph.ai if you need a user types and we can work with you on this!
Q: What if I need to add a lot of users at once?
A: If you have a need for bulk user upload, please reach out to us at support@impactgraph.ai!