Adding new staff or volunteers for Helplines

1.) Adding individuals to IMPOWR

a. As a Helpline Administrator…

• Click on General > People > Staff
• Click Add
• Select the ‘Staff Member’ Account Type if their email has your agency domain (example: @sharecancersupport.org) (If they do not have your agency's email domain, the process is the same only you would select the “Individual” Account Type)
• Enter their First and Last Name
• Select the Account Role they should be using by clicking on the ‘+’ and selecting one or more roles – typically for staff it is either Helpline Administrator, Staff Member (more less access than the Helpline Administrator role), and/or Volunteer or Volunteer – Peer Combination Role

• Select the Staff Team they are associated with by clicking on the ‘+’ and selecting one or more teams (if you choose to skip this step, it has no impact on access or any other functions)
• Click ‘Check for Accounts with similar names’
  • The system will check for an existing account with that name… if there are none you can proceed and create a new account. If a name exists, click on it to see if it is the same... if so, you can update the password and Help Lines. If not, repeat the process and choose to create a new account
• Fill in any information you want on the account – key information that you will want to add is login, Email and Phone

• Save the Account when you are done adding information (you can always come back to this later and make changes or add more information)
• Locate and re-open the account by clicking on its ID in the Account list (use the same menu path previously provided)
• Go into Edit mode by clicking on ‘Edit’
• Click on the icon that looks like a lock in the blue bar on the top of the screen, near the Follow button
• Select Option #1 for their Password – they should get an email to tell them to log in and set up a password
• Click Proceed
• Save the Account

When the individual tries to log into IMPOWR for the very first time, have them enter their login or their email and then any letter in the password field and then click Sign in

How do I log in for the first time - Logins

• The system should prompt them to enter a new password.
  • If they system does not do that, direct them to the login screen and select the “Forgot Your Password button” where they can get a link to reset their password (just like password reset option #5)
• If they are still having issues…
  • Go back into their account…
  • Click Edit
  • Click the same lock icon as before to manage their password
  • Select one of the other password options
    • My personal preference is #3 – when you select that one, it allows you to override the system generated password to something you want (example, the system might come up with B643R%^%%F4% and you can overwrite that with AgencyTempPass650 or something like that. You can then send that to the user via email or call them with it. They can then log in with the password you provided to them and once they are in the system, if they click on the little icon that looks like a picture, to the right of their name in the upper right corner of the screen, they can select Update my Password from the list and change the password to whatever they would like (as long as it meets your agency’s password rules)

How do I reset a user's account password - Logins

b. As a Staff Member…

• You cannot add new staff to IMPOWR

c. As a System Administrator…

• Click on Engagement > People > Staff
• Follow the above steps for Helpline Administrator

2.) Adding Individuals to one or more Helplines

a. As a Helpline Administrator…

• Click on General > Help Lines > Help Lines
• Click on either the name of the Help Line, or in the Help Line panel, click where it says “To view details, click here”
• The Help Line will open
  • In the Help Line Accounts tab, click on the “+” and select the individual’s name from the list to add a new person to the Help Line
  • Click Save

• Once someone has been added to the Help Line list of Accounts, locate their name and click ‘Edit’ to the left of their name.
  • Select the role they will have in the Help Line
  • Click Save. (You can always change this later if you want.)
• Repeat the process for other Help Lines

b. As a System Administrator…

• Click on Community > Helplines > Help Lines
• Follow the above steps for Helpline Administrator

The above will allow you to add a new staff person and add them to a Help Line

Another thing you may want to consider is tagging the staff member so you can quickly see what helpline they were associated with.

You can do that by…

• Select and open their account

• Click ‘Edit’ on the blue bar across the top of their account, towards the right side of the screen

• Locate an icon to the right of the individuals name, in that same blue bar and Click that Tag icon

  • Type the name of the Helpline or whatever you want to tag the person with
  • Hit the Enter key
  • Click that same Tag icon to Save

• Save the Account

NOTE 1: if you have more than one account role, you can change between the roles by clicking on that role (located under your name on the upper right corner of the screen) and selecting the role you wish to change to, from the drop-down list… and clicking “Select”. The system will remember the role you had when you last logged out of IMPOWR and will log you in with that same role

NOTE 2: if you make any configuration changes, you will need to either log out and log back in again or change your account role and then change it back in, for the changes to apply