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Roles and permissions determine what members of your organization can see and do on the platform. Members Collaborators Managers

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Members

Members are users of the Open Impact platform. They can interact with platform areas to support their goals and connect with other members through projects, groups, resources, and more.  If you would like to invite members to join a project or group, we can create an invitation link that you can share to invite people to sign up for an account. It will send a request from them to join your project or group. When they create their account and sign in, the organization will get a notification to accept their request to join. Once their request is accepted, it will connect their personal profile with the organization profile and the project. Once a profile is connected to the org account, you can add them to projects by adding them as collaborators. To add collaborators to your project group, go to ‘Edit Project’’ or ‘edit group’; the last tab called ‘Preferences’ contains the Collaborators field.  If someone is not showing up in the Collaborators list but has a profile on Open Impact, they can use the group invitation link or the Org profile can request to connect with the member. To send a request to connect: go to the Community page on your main menu and find a member you would like to add from the People element, open their Member Profile, and click “Connect” in their banner. This will send an invitation to the member (in their Notifications), which they will need to “Accept” in order to be an Organizational connection. Then, you can add them as Collaborators to Projects or Groups.  Similarly, someone with an account on Open Impact can request to connect with the Organization.  Follow the same process as above to find the organization in Organization element of the “Community”.

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Collaborators

Collaborators are members of a project or group who participate in the workspace and can be assigned tasks.

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Adding Collaborators

1

Before a user can be added as a collaborator, they must be a "Connection" of the group or project creator.

You can invite them via a custom link or by finding their existing profile in the “Community” element and clicking Connect.
2

Once they are connected to the organizational profile, go to the Edit Project or Edit Group (via the gear icon in the page’s banner)

3

Navigate to the last tab, titled Preferences (in Projects) and Members (in Groups), and select the individuals from the Collaborators field

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Managers

Managers have operational controls over a specific group or project. Their primary capabilities include: 
  • Task Management: Creating and assigning tasks to collaborators of projects.
  • Communications: Moderating discussions that they create.
  • Coordination: Adding and managing calendar invites for meetings and milestones that they create.

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Adding Managers

Making someone a manager is a two-step process that begins at the organizational level.
1

The user must be added to the Organization Manager list.

To add someone to this list, access the drop down under the organization’s icon and select “Organizational Managers”. Once they are added there, the individual is eligible to be delegated as a project-level manager.
2

Project Level Assignment

When creating or managing a project, select individuals you wish to delegate the manager role to in the Manager drop down. 
3

Group Level Assignment

To select individuals you wish to delegate as manager, click the gear icon next to the group title in the banner and select “Edit Managers”.
The creator of a group or project holds a unique administrative role that a standard Manager does not. Only the creator can edit the project’s or group’s high-level settings, such as the description and profile image or add and remove managers and members. 

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FAQ

Project managers have several operational controls, including assigning and managing tasks for collaborators, moderating posts, creating and moderating discussions, and adding calendar invites for project meetings and milestones. They can also view, edit, import, and organize the project’s tasks using the gantt chart or swimlane view of the “management” tab, run reports using the “reports” tab, and connect dashboards to the project’s “dashboard” tab. Regular collaborators can participate in Project activities, complete assigned Tasks, contribute to discussions, and engage with shared content, but they do not have the same management permissions.
An Organization’s Managers group, (which can be managed under a logged-in organization’s settings menu,) names member profiles that are eligible to be made managers within specific Projects that an Organization owns or manages. This group dictates which names appear as eligible managers within individual Projects. The exact permissions available to an Organization Manager may vary depending on the Project, and on your platform configuration.
Only members who have first been designated as Organization Managers can be assigned as Project Managers. If you don’t see the person you’re expecting, confirm that they have been added as an Organization Manager for a sponsoring organization (or the organization that created the project) before attempting to assign them as a Project Manager. This can be managed through the Organization’s login, under the Organization Managers page (which can be accessed under the settings menu, by clicking on the Organization’s avatar in the top right of the screen.)
Task assignees must first be collaborators within the Project. If a member does not appear in the assignee list, verify that they have been added to the Project and that they have the appropriate permissions before attempting to assign the Task. For more information, see the User Guide.
Open Impact is designed to support collaboration while allowing organizations to maintain control over their own spaces and content. Permissions determine who can view, edit, manage, or participate in different areas of the platform. Depending on configuration, collaborators from multiple organizations may work together within shared Projects or Groups while maintaining separate organizational identities and permissions. Organization profiles can also be added to multiple projects and groups as collaborators or managers, regardless of whether they are the creator or sponsor of a given space. To learn more about Permissions, visit the User Guide.