If you need to add an additional user to Impact, there are two ways to accomplish this:


A. If you are an administrator in Impact, add a new user by following these steps:

   

  1. Navigate to Administration on the left menu in Impact
  2. Select "Manage Users"
  3. Select "Create new user"
  4. On the screen that appears, fill in the username (the person's email address), their first and last name, and the User Role you want them to have. There are three available roles:
    • Client Administrator: Can add/edit/view information in Fundriver Impact, set up and generate report packages, and set up and modify user information.
    • Client User:  Can add/edit/view information in Fundriver Impact and set up and generate report packages.
    • Read Only User: Can view information and existing reports in Fundriver Impact but cannot make any edits to information or generate new report packages.
  5. For the password, be sure to make a note of the password you use, so that you can give it to the new user for their first login to Impact. They will be prompted to change the password when they log in for the first time.


Note: Users do not receive an automated email letting them know they can log in. You will need to provide the information to them.


B. You may also reach out to Impact support and ask us to add a user for you. We will need to know their first and last name, email address, and the level of access they should be given in Impact.


Please note: If you are not an administrator in Impact (in other words, when you don't see the Manage Users option in the Administration section of Impact), you will need to ask an Administrator-level user at your organization to add the new user.