Profiles can be added to your Better Impact account in one of two ways:
Administrators can create a profile for the user
The user can apply through your Volunteer, Donor, Client or Member application
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.
1 - Add a User Profile (Volunteer, Client, Donor or Member) - By Administrator
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
Tip: Optional: Check the box at the top if you are creating a profile for someone who won’t be logging on. In this case, the username and email will be automatically generated by the software.
To start, navigate through People, then scroll through the sidebar to find the type of user you want to add.
Add a Volunteer
Add a Client
Add a Member
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 12 characters in length and contain:
at least one uppercase character
at least one lowercase character
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
If you have multiple modules in your Better Impact account, you will be able to select a status for each module if desired.
Click the [Save] button
Continue by adding other information to the profile if needed
2 - Add User Profile – Individual Applies Online
Ideally, new users will join your organization using one of the online applications for your organization. To do this:
Generate a signup link to add to your website
Provide the link to whoever is responsible for your organization’s website, or send the link directly to a potential volunteer.
Note: Users who are new to MyImpactPage.com start off by entering their contact information. If a date of birth is required on the application form, the volunteer cannot specify the current year as their year of birth. Applicants are required to enter at least one contact phone number.
Users with an existing profile bypass the entry of their contact information. The application process will check to see if the volunteer has a date of birth (if required), phone number, and primary email address entered in their existing profile. It will also ensure that they have acknowledged your organization’s policies (if required).