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Get oriented with Better Impact and learn the key concepts, workflows, and first steps to set up and manage your organization effectively.

[VI Help Center] Where to Start

Enterprise - Home Page Information

Enterprise: Monitoring your Accounts

Enterprise Regions

Account Set-up: Optional Enterprise Features

Account Set-up: Where to Start (Enterprise Considerations)

Set up and manage your Enterprise account, including structure, regions, and key considerations for overseeing multiple organizations.

Enterprise Account Set Up

Better Impact offers three ways to manage volunteer background checks: with Qualifications, Sterling (First Advantage), or Verified First. This article explains how each option works, key setup steps, and best…

Comprehensive Guide to Background Checks

Learn how to set up, initiate, and manage background checks

Background Checks

Learn about importing users including Volunteers, Donors, Members and Clients

Importing User Profiles

All the information you need to import donation information.

Importing Historical Donations

Learn how to import user profiles, custom data, and historical donation records into Better Impact.

Importing Users and Donation History

Add favourites to easily access your frequently used pages

Adding Favourites

Support options available to administrators

Getting the Most Out of Support

Get connected with other Better Impact users

Better Impact User Groups

Learn how to locate your referral link in the admin portal, share it with others, and understand how reward credits are earned when new organizations register through your unique link.

Refer a Friend - How to Find and Share Your Referral Link

The Admin Home Page brings together key information, shortcuts to your favourite tools, and high-level insights into what’s happening in your volunteer program, all in one place.

How to Navigate the Admin Home Page

Learn how to navigate Better Impact efficiently, use search tools, and access support and helpful features.

Navigation and Tips

Language Considerations

The Donor Module - All you need to know

Learn how to enable and use the accessibility widget to make Better Impact easier to navigate for everyone.

All about the Accessibility Widget

A complete admin guide to the Client Module in Better Impact, covering configuration, reporting fields, client–volunteer associations, encounter logging, reporting tools, and activity links to help manage client support and…

The Client Module - All you need to know

Modules Explained

Explore how Better Impact works from both administrator and user perspectives, including modules, views, and overall system behavior.

Understanding Better Impact and the User Experience

Answers to all your billing-related questions

Better Impact Billing Guide

Becoming a Better Impact Buddy

Searching for a Better Impact Buddy

An overview of your first few weeks in Member Impact. Task lists, timelines and links to resources on how to set up your account.

Member Impact - Where to Start

An overview of your first few weeks in Donor Impact. Task lists, timelines and links to resources on how to set up your account.

Donor Impact - Where to Start

An overview of your first few weeks in Client Impact. Task lists, timelines and links to resources on how to set up your account.

Client Impact - Where to Start

How to smoothly transition your Volunteers, Clients, Members and Donors to Better Impact

Change Management

Start here for guided introductions to Better Impact, including key workflows and how to begin using Volunteer, Client, Donor, and Member Impact.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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