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”.Collaborators
Collaborators are members of a project or group who participate in the workspace and can be assigned tasks.Adding Collaborators
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.
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)
Managers
Managers have operational controls over a specific group or project. Their primary capabilities include:- Task Management: Creating and assigning tasks to collaborators.
- Communications: Managing discussions.
- Coordination: Adding and managing calendar invites for meetings and milestones.
Adding Managers
Making someone a manager is a two-step process that begins at the organizational level.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.