Video: Class 1 - Intro to your Account Setup

How many full admins should I have in my account?

You should always have at a least 2 full administrators for your account to avoid any delays in administering urgent changes. Limited administrator roles should be used for users requiring administrator access but do not need full administrator rights.

What are modules?

Modules in Better Impact represent the different types of people within your organisation, like administrators and volunteers. For example, if you select the volunteer module when creating a limited admin role, then any one with that role will be able to access volunteer elements and volunteer data.

If you select the volunteer module when creating a custom field, then that field will appear in volunteer profiles. If the Admin module is selected, that field will only show in the profiles of administrators, not volunteers.

You might want to check out our related tips and tricks article that provides more detail here: https://support.betterimpact.com/en/articles/12023023-what-is-a-module

I have an admin that has left the organisation, do I remove them or archive them?

Archiving an administrator profile removes their administrative access to your account and volunteer data while allowing you to retain the information stored within their profile such as contact details, email history etc. We generally recommend archiving the profile of an administrator who no longer needs access to your account. This allows you to retain an audit trail of who has had access to your Better Impact account and volunteer data in the past. It also allows you to easily re-activate them if they return in the future.

Removing an administrator profile means you are severing the connection between the profile and your Better Impact account. The profile and all information stored within it would be removed and it no longer accessible to you. Reassociating this profile to your Better Impact account in the future would be difficult.

Check out our help article that covers the consideration of admin transitions: https://support.betterimpact.com/en/articles/9824523-administrator-transitions

Is there a charge for using Two Factor Authentication (2FA)?

No! Any admin in your account, regardless of admin type, can turn on this extra layer of security. Please note that charges may apply where we need to reset 2FA in your account, in cases when you’ve lost your authentication device, or did not record your backup recovery code.

I am struggling to create the image for my banner. Can you help me put one together?

In the first instance, check if you have a marketing team that can help you, or if not, perhaps you have a volunteer that is competent in this area. Also consider using a resizing tool, like https://imageresizer.com If none of those options work, share the material that should be contained within the banner with us at [email protected] and we’ll see what we can do.

I have applied my organizations colours in the Theme page, how can I see those colours on the volunteer side?
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You can see a preview of the colours on the right hand side of the Theme page and also use the Switch to Volunteer view option by selecting the My Profile icon in the top right to preview the volunteer interface yourself.

We have several application forms. Can we add more forms beyond the three that are included?

No. Three forms is the maximum available. If you have more than three volunteer application forms, this might be a good opportunity to review the information you are collecting and potentially merge forms together.

How should I use the V1, V2 and V3 forms?
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Its totally up to you! If you only need one form, then that’s fine. The purpose of the forms is to ensure different types of volunteers can answer questions pertinent to their ‘type’ of volunteering (such as student placements) and also to allow you to collect different information from volunteers as they move through the recruitment process.

How should I use general interests, qualifications and custom fields?
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Each of these data elements has a specific purpose within Better Impact.

Use General Interests to allow volunteers to tell you what they want to help with, like a role or area of work.

Use Qualifications to track what the volunteers have done, such as training, background checks, or role they have been assigned to – these can also be used to track elements that need to be renewed after a period of time, through the ‘expiry date’ setting.

Qualifications can also be used to control visibility of activities that volunteers can sign up to.

Use Custom Fields to track all relevant data in between, such as the questions on the application form, emergency contacts, demographic data or even private fields to track onboarding tasks.

When deciding between using a custom field or qualification, a major consideration is what type of data you need to track. Custom fields will allow you to collect files, signatures dates and more whereas qualifications are limited to a drop-down style field. There may be situations where you employ both a custom field and qualification to track one onboarding step.

For example, a custom field may be used to store a copy of training certification and a qualification is used to help you track the expiry date.

What data fields are included?
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Each Better Impact profile has a core set of standard contact fields, like name, address, e-mail address, telephone numbers and date of birth. If you create fields to track this information, you’ll be duplicating data collection and may create confusion within your team. Check out the contact tab of your own administrator profile to see the list of standard fields.