ImpactGraph

Watch this video to learn how to use ImpactGraph in 15 min:

If you prefer written guides, check out these articles:

<a href="https://help.impactgraph.ai/en/articles/13017678-beginners-guide-understand-your-home-page">Understand your home page</a>

<a href="https://help.impactgraph.ai/en/articles/13016534-beginners-guide-how-to-code-a-transaction">How to Code a Transaction</a>

<a href="https://help.impactgraph.ai/en/articles/10070006-beginners-guide-request-use-and-manage-spend-cards">Request, Use, and Manage Spend Cards</a>

<a href="https://help.impactgraph.ai/en/articles/10047319-beginners-guide-using-bill-pay-for-vendors-reimbursements">Using Bill Pay for vendors &amp; reimbursements</a>

<a href="https://help.impactgraph.ai/en/articles/13017759-beginners-guide-managing-merchants-vendor-tax-documentation">Managing Merchants &amp; Vendor Tax Documentation</a>

<a href="https://help.impactgraph.ai/en/articles/13016980-beginners-guide-create-a-funding-source">Create a Funding Source</a>

<a href="https://help.impactgraph.ai/en/articles/13016656-beginners-guide-manage-funding-sources">Manage Funding Sources</a>

<a href="https://help.impactgraph.ai/en/articles/10070015-beginners-guide-how-to-run-a-report">How to run a report</a>

<a href="https://help.impactgraph.ai/en/articles/13017826-beginners-guide-setting-up-your-custom-donation-page">Setting Up Your Custom Donation Page</a>

- <a href="https://help.impactgraph.ai/en/articles/13017678-beginners-guide-understand-your-home-page">Understand your home page</a>
- <a href="https://help.impactgraph.ai/en/articles/13016534-beginners-guide-how-to-code-a-transaction">How to Code a Transaction</a>
- <a href="https://help.impactgraph.ai/en/articles/10070006-beginners-guide-request-use-and-manage-spend-cards">Request, Use, and Manage Spend Cards</a>
- <a href="https://help.impactgraph.ai/en/articles/10047319-beginners-guide-using-bill-pay-for-vendors-reimbursements">Using Bill Pay for vendors &amp; reimbursements</a>
- <a href="https://help.impactgraph.ai/en/articles/13017759-beginners-guide-managing-merchants-vendor-tax-documentation">Managing Merchants &amp; Vendor Tax Documentation</a>
- <a href="https://help.impactgraph.ai/en/articles/13016980-beginners-guide-create-a-funding-source">Create a Funding Source</a>
- <a href="https://help.impactgraph.ai/en/articles/13016656-beginners-guide-manage-funding-sources">Manage Funding Sources</a>
- <a href="https://help.impactgraph.ai/en/articles/10070015-beginners-guide-how-to-run-a-report">How to run a report</a>
- <a href="https://help.impactgraph.ai/en/articles/13017826-beginners-guide-setting-up-your-custom-donation-page">Setting Up Your Custom Donation Page</a>
   

If it's your first time using ImpactGraph, or just want a refresher, start here!

ImpactGraph 101: Overview

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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.

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

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