Manage Impact Account admins

Inviting others to be an admin of your Impact Account is a convenient way to get help with managing your charitable giving. Admins can add money, send gifts, and schedule deposits and gifts—just like the account owner.

By adding one or more Impact Account admins, you can share access to your account with people you trust like your partner and family members. You can add up to 3 admins on your Impact Account. If you need to add more admins, contact us for help. 

What Impact Account admins can and can’t do

In your Impact Account, admins can:

• add money and send gifts
• set up scheduled deposits and gifts
• update the Impact Account profile
• update some Impact Account settings

Make sure to add a payment method and add a tax receipt recipient in your account so admins can perform these actions.

Admins can’t do the following: 

• close the account
• access and download the Impact Account owner’s tax receipts
• update the Impact Account name
• update Impact Account owner-level settings
• create and manage Giving Groups on behalf of the owner
• give from Giving Groups that the owner manages
• give to Giving Groups that the owner is not a member of
• comment on the activity thread for Giving Groups the owner is a member of/manages

Add an Impact Account admin

On the web:

1. Select your Impact Account on the Home screen.
2. Select Admins in the left navigation.
3. Select the blue Invite admins button. 
4. Under Invite friends by name or email address:
   1. Select from your friends list on Charitable Impact. 
   2. Type in their email address. They will need to sign up for an Impact Account to be an admin.
5. Add an optional message.
6. Select Send invite.

On the mobile app:

1. Select your avatar at the top-right of the screen.
2. Under Manage Impact Account, select Admins.
3. Select the + sign at the top-right of the screen.
4. Under Invite friends by name or email address, select the drop-down menu.
   1. If the person you want to invite is a friend, select the check box next to their name. Select Apply, then select Send invite.
   2. If they don’t have an Impact Account, select + Add a contact manually and type in their email address. They will need to sign up for an Impact Account to be an admin.

Please note, admin invitations expire after 30 days.

Resend or delete an invitation

On the web:

1. Select your Impact Account card in the centre of the Home screen.
2. Select Admins in the left navigation.
3. Under Pending invitations, locate the invite recipient and select the three dots to the right of their name.
4. Select Resend invitation or Delete.

On the mobile app:

1. Select your avatar at the top-right of the screen.
2. Select Admins.
3. Select the Pending tab.
4. Locate the invite recipient and select the three dots to the right of their name.
5. Select Resend invitation or Delete.

Remove an Impact Account admin

On the web:

1. Select your Impact Account card in the centre of the Home screen.
2. Select Admins in the left navigation.
3. Under Impact Account admins, locate the admin you want to remove and select the three dots to the right of their name.
4. Select Remove admin.

On the mobile app:

1. Select your avatar at the top-right of the screen.
2. Select Admins.
3. Beside the admin’s name, select the three dots.
4. Select Remove admin.

Manage your admin role on other accounts

Respond to invitations to be an Impact Account admin, or remove yourself as an admin on any accounts you no longer wish to manage.

On the web:

1. Select your avatar in the top-right corner of the Home screen, then select Settings.
2. Select Admin roles in the left navigation.
3. Invitations to help manage other Impact Accounts will be displayed at the top of the page. Select Accept or Dismiss.
4. To remove yourself as an admin of an Impact Account, locate the relevant account in the list and select Remove me.

On the mobile app:

1. Select the burger menu at the top-left of the screen, then select Settings.
2. Select Admin roles.
3. Invitations to help manage other Impact Accounts will be displayed at the top of the screen. Select Accept or Dismiss.
4. To remove yourself as an admin of an Impact Account, locate the relevant account in the list. Select the three dots, then select Remove me.