TABLE OF CONTENTS
- Understanding Admin Accounts
- Video Support: Admin Management
- What Is an Admin Account?
- Understanding Admin Roles
- Creating Admin Profiles
- Creating and Editing Admin Accounts
- Understand Admin Account Statuses
- Reviewing Admin Profile Data
Understanding Admin Accounts
This article gives you a quick overview of how Admin Accounts work in your Impact Suite. You’ll find a short video, key concepts, and links to more in-depth step-by-step guides.
Video Support: Admin Management
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What Is an Admin Account?
Admin Accounts are for program staff, supervisors, and other team members who help manage and communicate with your Reporters.
Your Impact Suite keeps everyone focused on the tools and data they need — nothing more, nothing less.
Common Admin tasks:
Review and screen timesheets
Manage Reporter/Admin/Site data
View survey results, attendance, and performance measures
Run exports and reports
Understanding Admin Roles
Admin Roles are bundles of permissions you assign to Admins. You’ll only need a handful of well-named roles to stay organized.
Example: “Reporter Manager” might be able to:
Manage & edit Reporter accounts
View (but not edit) other Admin accounts
Review survey data only for assigned Sites
Screen timesheets as a Timesheet Supervisor
How to get there:
On the left, in your Mission Control click Reporters, Admins, & Sites.
On the right, select Create & manage admin roles.
Click Create a New Admin Role, name it, set permissions, Save.
Repeat for each role you need.
Tip: A little setup here keeps permissions clean and simple later.
In-depth guidance here:
Creating Admin Profiles
Use the Admin Profile Management System to capture everything you need about each Admin—contact info, emergency contacts, photos, documents, dates, addresses, certifications, and milestones.
How to get there:
On the left, in your Mission Control, click Reporters, Admins, & Sites.
On the right, click Manage Admin Accounts.
In the More menu (far right), choose Manage Fields & Profile Layout.
Create panels and sub-panels, add fields, and drag-and-drop to rearrange.
Why this matters: Your profiles can grow with your program—no engineering help required.
In-depth guidance here:
Creating and Editing Admin Accounts
You can enroll Admins manually or by bulk import from Excel.
Manual Enrollment
On the left, in your Mission Control, click Reporters, Admins, & Sites.
Click Manage Admin Accounts.
At the top, choose Add a New Admin Account.
Enter first name, last name, email.
Choose the Admin’s Role and connect Site Assignments.
Decide whether to send the Welcome/Password Setup Email now or later.
Click Add.
Bulk Enrollment (Excel)
On Manage Admin Accounts, open the More menu and select Import Admins.
Build a custom import template by choosing the fields to import.
(Optional) Include Field Type and multi/single-select options via the two checkboxes.
Note: Remove these two helper rows before importing.
Click Save Template, then Download Template.
Fill it out in Excel (or prep your own Excel to match the template).
Return to Import Admins and follow the prompts to upload.
In-depth guidance here:
Understand Admin Account Statuses
Each Admin has one of three statuses to help you track onboarding:
Awaiting Invitation — Account created; Welcome Email not sent yet.
Invited — Welcome Email sent; waiting for the Admin to activate.
Live — Admin has logged in and is ready to go.
Resend invitations anytime
On Manage admin accounts, open the Select-Action drop-down.
Choose Send Welcome/Password Setup Email to All Without Passwords and follow the prompts.
In-depth guidance here:
Reviewing Admin Profile Data
Need to review or export the data collected in your Admin Profiles?
In-depth guidance here:
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