About this feature: Administrator profiles allow users to access the software to view, create, modify, and delete settings and profiles in your organization’s account. The level of access each Administrator profile has, will depend on the “Settings” selection made in step 3, of the instructions below. You can create custom levels of access to meet your needs.
Add a New Administrator
Note: If you have an Enterprise Account and you are adding a new Administrator you will need to be in one of the sub accounts to do so.
Go to People, then click on “Add Admin” found in the sidebar under Administrators.
Fill in the fields in the “Contact Information” section. Usernames (not case sensitive) must be at least 12 characters long and unique across all Better Impact accounts. They must not start or end with a space and cannot have two or more spaces in a row within the username. Passwords (case sensitive) must be at least 12 characters long. Passwords must also contain at least one uppercase character, one lowercase character, and one number
NOTE: Better Impact will check to see if the email address you enter is already in use in your organization. This is only a warning. It will not prevent you from creating an administrative profile that has the same email address as another one of your profiles.
Scroll down to Settings and choose an Administrator Role:
Full: full access to all menu options
Limited: access to a limited set of menu options, as specified by a full administrator.
Module: access to menu options associated with the selected module(s)
No system access: no administrative access
Choose which email Notifications this administrator should receive
Contact Person: checking this box enables volunteers to send an email to the administrator from their MyImpactPage.com profile.
Title: add the administrator’s title which will be displayed to the volunteer in their CONTACT tab along with the name of the administrator and their organization
Finish this step by clicking the [Save] button. If custom fields have been added to the Admin Module, continue by adding other information to the administrator’s profile.
Change Administrator Role Type
Go to People, then click on “Manage Administrators” found in the sidebar under Administrators
Mouse over the Options icon beside the administrator’s name
Click on “Update Administrator Role”
Choose the desired role Type from the dropdown list
Full: full access
Limited: restricted to the menu options as defined in their Limited Admin Role
Module: access to menu options associated with the selected module(s)
No Access: no administrative access
If you choose “Limited”; select the applicable Role
Click on the [Save] button
Make an Existing Volunteer an Administrator
Open the Volunteer's profile.
In the “Main” tab, click on the “Miscellaneous” section and select “Administrator”
Select “Active” from the Status drop list and click [Add to Module]
The person is added, by default, as an administrator with no system access. To change this, click the [Update Administrator Role] button and choose an Administrator Role:
Full: full access to all menu options
Limited: access to a limited set of menu options, as specified by a full administrator
Module: access to menu options associated with the selected module(s)
No system access: no administrative access
If needed, choose which email Notifications this administrator should receive.
If you would like this person to be added as a Contact Person, checking this box will enable volunteers to send an email to the administrator from their MyImpactPage.com profile.
Title: add the administrator’s title which will be displayed to the volunteer in their CONTACT tab along with the name of the administrator and their organization.
Click the [Save] button in the “Administrator” section
Archive Administrator
Note: Setting the status to "Archived" will also set the Role to "Not an Administrator"
Go to People, then click on “Manage Administrators” found in the sidebar under Administrators
Mouse over the Options icon beside the administrator
Click on “Archive Administrator”
Unarchive/Reactivate an Administrator
Go to: People >> Search
In the “Module and Status Filters” section, check the “Archived” box under “Administrator” and then click the [Search] button
In the results, mouse over the Options icon beside the administrator you want to unarchive
Click on “Edit”
In the “Main” tab, click on the “Miscellaneous” section
Select “Administrator” and change the status from Archived to Active, then click “Save Status”
Click the [Update Administrator Role] button to select a role for the administrator and click the [Save] button in the popup window
Select the appropriate Admin Settings and click the [Save] button
Delete/Remove Administrator
Go to People, then click on “Manage Administrators” found in the sidebar under Administrators
Mouse over the Options icon beside the administrator’s name
Click on “Remove Administrator”
Click the [Remove Administrator] button