This guide explains how to use the True Impact portal, including the To-Do, Reports, and Donations tabs, and how to manage your account settings.
View Tasks
Click "To Do" in the top navigation bar.
- Here, you will find all your to-do items. Find donations that need to be allocated, reports with feedback that need to be resolved, and other items that are due in your account.
- You can also click to view past tasks that you have already completed.
Access Reports
Click "Reports" in the top navigation bar.- View and manage your programs and reports.
- Use "Search Reports" to find specific reports.
- Use the "Program" dropdown menu to filter reports by program.
- Click "Add New" to create a new program or report (review this resource to learn more about creating new reports and programs).
- The sidebar lists your core programs and the total number of created reports for that specific program.
Track Donations
Click "Donations" in the top navigation bar.
- This page lists donations with details such as program name, date received, donor name, portfolio, year, manager, donation amount, and number of reports the donation was allocated across.
- Use "Search Donations" to find specific donations.
- Filter donations using the "Program" dropdown menu.
- Click "Show Overview" to view a summary.
Manage your Account
Click your username in the top-right corner.
Select "My Account".
- Update your first name, last name, pronouns, email, phone number, job title, and role.
- To change your password, enter your current password in the "Old Password" field. Enter and confirm your new password in the "New Password" field.
Select "Manager Users"
- Use the search bar to find specific users.
- Click "Add New User" to add a new user to your organization. The table displays each user's name, email, job title, and role.
Select "My Organization"
- Edit your organization's name, TIN/EIN, website, mission statement, and office location.
- You may provide optional Diversity & Inclusion information, including details about executive leadership and the number of women and people of color in your organization.
- You can also upload or delete your organization's picture.
