Better Impact

Profiles can be added to your Better Impact account in one of two ways:

The user can apply through your Volunteer, Donor, Client or Member application

Administrators can create a profile for the user

1. The user can apply through your Volunteer, Donor, Client or Member application
2. Administrators can create a profile for the user

This article will walk through how to add a user profile as an administrator. To learn more about creating profiles through the application process <a href="https://support.betterimpact.com/en/articles/9990020-add-user-profile-individual-applies-online">please click here</a>.

Remember, one profile can be connected to multiple modules in your Better Impact account. If someone already has a profile in your account as a Volunteer, you can connect that existing profile to a new module such as Donor Impact. You would not need to create a new profile for them. To learn how to do this click here (link to add module article).

Add a Volunteer, Client, Donor or Member Profile

Note: When creating a volunteer profile, the username you specify must be unique not only within your organization, but across all organizations using Volunteer Better. This is because volunteer profiles can belong to multiple organizations

To start, navigate through People, then scroll through the side bar to find the type of user you want to add. 

1. Add a Volunteer
2. Add a Client
3. Add a Member 
4. Add a Donor

1. To start, navigate through People, then scroll through the side bar to find the type of user you want to add. 
   1. Add a Volunteer
   2. Add a Client
   3. Add a Member 
   4. Add a Donor

Fill in the fields in the “Contact Information” section. Mandatory fields are indicated with a flag. Usernames (not case sensitive) must be at least 6 characters long and unique across all Better Impact accounts. Passwords (case sensitive) must be at least 8 characters in length and contain:

1. at least one uppercase character 
2. at least one lowercase character 
3. at least one number

Optional: Compose a Personal Message to the user. This will be displayed to the volunteer on their MyImpactPage.com home page.

Select a module Status from the dropdown menu

1. If you have multiple modules in your Better Impact account, you will be able to select a status for each module if desired. 

Continue by adding other information to the profile if needed 

1. Fill in the fields in the “Contact Information” section. Mandatory fields are indicated with a flag. Usernames (not case sensitive) must be at least 6 characters long and unique across all Better Impact accounts. Passwords (case sensitive) must be at least 8 characters in length and contain: 
 1. at least one uppercase character 
 2. at least one lowercase character 
 3. at least one number
2. Optional: Compose a Personal Message to the user. This will be displayed to the volunteer on their MyImpactPage.com home page. 
3. Select a module Status from the dropdown menu 
 1. If you have multiple modules in your Better Impact account, you will be able to select a status for each module if desired. 
4. Click the [Save] button 
5. Continue by adding other information to the profile if needed

Tip: Optional: Check the box at the top if you are creating a profile for someone that won’t be logging on. In this case, the username and email will be automatically generated by the software.