We are honored to have you join us as an early part of our community, creating the foundational culture of the Open Impact ecosystem while testing and refining the platform, as we grow together towards our public launch. As we release new versions of the platform, you will have access to increased features along with opportunities to join programming to support greater networking and resourcing within the community.
Profile Set Up
Your profile is your identity on the platform. This guide walks you through setting up your profile so you can connect, collaborate, and get the most out of your experience.1
Join the Platform using an invite link
Set up your personal account by signing up through a customized invite link sent to you by an Organization. When you use the invitation link, you will see a button in the upper right to ‘Sign Up’. Once you’ve created your account you will automatically be signed in.
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Click the icon next to your name in the top right corner
In the drop-down menu, select “settings”
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Follow the steps to update your profile
- Basic Info: This is the basic information other users will see on your profile
- Profile Configurations: Upload a profile and banner image. Use the tagline and description to display short content in your banner, while the longer user description appears in your profile overview. You can also tag your profile with skill, knowledge, or purpose categories to be searchable in the Community.
- Public contact information: This location information will be displayed on your profile. If you use the “Get from Address” or “Use Map” to enter the latitude and longitude fields, your profile will appear as a pin in the map view of the community directory. Country is the only required field.
- Security: This tab allows you to change your security question and password.
- Address and settings: Change your language preferences, private address and time zone.
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Click Update when you are done to save your changes
Your Profile
On your personal profile you will see “Feed”, “Discussion”, “Connections”, “Resources”, and other platform elements. These are the aggregates of activities and communications from the various Groups or Projects that you belong to, so you can view all the activities connected to your Groups and Project in one place.
Overview
View your public profile information (See ‘Update personal profile’ to edit this information)Feed
- Make comments on posts from your groups or projects
- View tasks that have been assigned from projects you are participating in
- View a calendar of events from projects or groups you are a part of
- Add and check off personal to-do list items
- Learn more about Feeds
Management
- Manage projects and tasks across different projects from one place
- You need to have a Manager Role to view and manage projects.
- Learn more about Project Management
Discussions
- Create a personal discussion thread between yourself and your connections.
- Search for and view a topical discussion and add comments
- Learn more about Discussions
Projects
- View and filter the projects and groups you are a part of
Connections
- View and filter the People and organizations you are connected with
- Learn how to connect with other members
Using your Account
Check Notifications
Next to your icon on your personal profile, in the upper right corner, you will see a bell that indicates when you have a new notification and what activity has happened. You will also receive email notifications for new discussions, new tasks, new invitations, etc. Email notifications will come from the email [email protected].Reset User Name and Password
If you forget your username or password, you’ll find a link on the Sign in screen to reset them. Your username is not an email address. If you are logged in, you can change your password in the Profile Settings Security tab.Change User Name or Profile URL
Please email [email protected] with your request.FAQ
How do I get access to Open Impact?
How do I get access to Open Impact?
Access to Open Impact is typically provided through a participating organization, collaborative initiative, or network. Depending on how your community is configured, you may receive an invitation by email, join through a registration link, or be invited directly by an administrator. If you’re unsure how to access a particular workspace, please contact the organization or network that invited you or reach out to our support team.
How do I update my profile content (Personal account or Organizational account)?
How do I update my profile content (Personal account or Organizational account)?
To update the information on a profile (such as the overview, profile and banner image, or language and location preferences,) log in and click the icon next to your name or organizations name in the top right corner, select “Settings,” and follow the tabs to update basic info, profile configurations, and contact information.
What's the difference between my personal profile and my organization's profile?
What's the difference between my personal profile and my organization's profile?
Every Open Impact member has a personal profile, which represents them as an individual participant on the platform. If you are managing work on behalf of an organization, you may also have access to one or more organizational profiles. In general:
- Personal profiles are used to manage your own account, connect with other members, participate in or manage Groups and Projects, complete assigned tasks, and maintain your individual profile.
- Organizational profiles represent an organization or initiative and are typically used to create and manage Groups, Projects, Resources, discussions, and other shared content. Many members work with both a personal profile and one or more organizational profiles, depending on their role.
When should I post from my personal profile versus my organization profile?
When should I post from my personal profile versus my organization profile?
As a general rule, use your personal profile when participating as an individual and your organization profile when communicating or publishing on behalf of an organization. For example:
- Post updates, announcements, Resources, and discussions from your organization profile when they represent your organization’s work or perspective.
- Use your personal profile when commenting, participating in discussions, completing tasks, or engaging with the community as an individual. Using the appropriate profile helps keep ownership, permissions, and attribution clear for other platform members.
How do I connect with other people or organizations?
How do I connect with other people or organizations?
You can connect with other members and organizations through the Community directory, direct invitations, or invitation links shared by participating organizations. Connections make it easier to collaborate across Projects and Groups and may be required before members can be added to certain shared workspaces or assigned specific roles. For step-by-step instructions, please refer to the User Guide.
I forgot my username or password. How do I recover it?
I forgot my username or password. How do I recover it?
Navigate to the “Log in” screen, select either “forgot username” or “forgot password, and follow the on-screen instructions. If you are still having trouble logging in, or need help changing your username, contact [email protected].
How do I get my profile (or project or group or resource) to display as a pin on the map view?
How do I get my profile (or project or group or resource) to display as a pin on the map view?
For a profile, project, or group: Navigate to the settings and enter your location’s Latitude and Longitude in the “Public Addresses” tab. You can use the “Get From Address” button to populate these coordinates automatically or the “Use Map” tool to drop and save a pin. For a resource: Navigate to the settings and enter your location’s Latitude and Longitude in the “Contact Info” Tab. You can use the “Get From Address” button to populate these coordinates automatically or the “Use Map” tool to drop and save a pin.
How do I join a Group or Project?
How do I join a Group or Project?
There are three main ways: signing up through a customized invitation link sent by an Organization, being invited directly by another member, or searching the “Community” tab to find a group and clicking the “Join” button in its banner.