Getting Started
Initial set up for new users
Setting up your accountA step-by-step guide for setting up your sponsored organization account
Add/invite team members to ImpactGraphHow to share ImpactGraph with your whole team
Completing Your KYC Information for Spend Card AccessInput your organizations' information to allow you to create spend cards and cash management accounts
Beginners Guide: Understand your home pageHow to read the home page and what everything means
Beginners Guide: Setting Up Your Custom Donation PageImpactGraph gives you a custom donation page you can share with individual donors, campaigns, or events
Create and manage transaction CategoriesCustomize your account with categories (or custom tags) to track programs, projects, events, departments, and more!
Two Factor AuthenticationWe’ve added two-factor authentication (2FA) to ImpactGraph logins to help protect your organization’s most sensitive financial data. You may see a prompt to set up 2FA the next time you…
