Better Impact

Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.

Click on the user’s name when it appears in the list 

In the “Main” tab, click on the “Miscellaneous” sub-tab 

In the the relevant module section (Volunteer, Donor, Member, Client), make the necessary changes: 

- Status: Select the new status for the user and click the [Update Status] button 
- Date Joined: When a volunteer fills in your application form, the “Date Joined” defaults to the date the application was completed. You can change that date here. You can also see how many years a volunteer has been with your organization. 
 - Volunteer, Donor, Client only
- Application Form: This field indicates the application form that the volunteer used to apply to your organization 
 - Volunteers only
- Log Hours Permission: You can change the option here, overriding the organization default setting for log hours permission 
 - Volunteers only
- Timeclock Permission: You can change the option here, overriding the organization default setting for timeclock permission 
 - Volunteers only
- Donor Record URL: If the volunteer is also a donor, you can enter the URL that links to their donor record 
 - Donors only
- Notes: You can enter information about the volunteer that will only be visible to other administrators 
 - Volunteers only
- Goals: While a volunteer can enter goals information, you can monitor it here and update it, if necessary 
 - Volunteers only

Volunteer Impact: If this profile represents a group (i.e. multiple people), scroll down to the “Group Settings” section and make the necessary changes:

- Group: Check this box if this profile represents a group. This will enable that profile to sign up for activities and shifts in MyImpactpage.com as a group, indicating the number of people associated with that specific signup. 
- Group Name: Enter a name for the group

Click the [Save] button when you are finished 

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
2. Click on the user’s name when it appears in the list 
3. In the “Main” tab, click on the “Miscellaneous” sub-tab 
4. In the the relevant module section (Volunteer, Donor, Member, Client), make the necessary changes: 
 - Status: Select the new status for the user and click the [Update Status] button 
 - Date Joined: When a volunteer fills in your application form, the “Date Joined” defaults to the date the application was completed. You can change that date here. You can also see how many years a volunteer has been with your organization. 
 - Volunteer, Donor, Client only
 - Application Form: This field indicates the application form that the volunteer used to apply to your organization 
 - Volunteers only
 - Log Hours Permission: You can change the option here, overriding the organization default setting for log hours permission 
 - Volunteers only
 - Timeclock Permission: You can change the option here, overriding the organization default setting for timeclock permission 
 - Volunteers only
 - Donor Record URL: If the volunteer is also a donor, you can enter the URL that links to their donor record 
 - Donors only
 - Notes: You can enter information about the volunteer that will only be visible to other administrators 
 - Volunteers only
 - Goals: While a volunteer can enter goals information, you can monitor it here and update it, if necessary 
 - Volunteers only
5. Volunteer Impact: If this profile represents a group (i.e. multiple people), scroll down to the “Group Settings” section and make the necessary changes: 
 - Group: Check this box if this profile represents a group. This will enable that profile to sign up for activities and shifts in MyImpactpage.com as a group, indicating the number of people associated with that specific signup. 
 - Group Name: Enter a name for the group 
6. Click the [Save] button when you are finished

Edit a user's status, date joined, application form, logging hours permission, donor record url, notes and goals.