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. Make note of the temporary password you've created and provide that to the User to login.
6. After you have created their login credentials, click back into their User information and toggle on "Force change password on next login". That will prompt the User to create a new password upon logging in. Note: it may prompt you to set the User up with a primary email for Multifactor authentication. If this happens, copy the email address of the User into that field and then press Save.

 

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.