Client Connection Settings | Better Impact Help Center
Client Connection Settings
Choose what information Clients and Volunteers able to view on MyImpactPage
Settings for Volunteer Portal
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Go to: Configuration, then click on “Connection Settings” found in the sidebar under Connections
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In the “Settings for Volunteer Portal” section:
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Connected Clients Form Header – type in the text that the volunteer will see above their “Connected Clients” section
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Select for volunteers to be able to see the associated client’s contact information
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Select for volunteers to view past recorded client encounter feedback
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Select to prevent volunteers from logging client encounters in the future
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Scroll down and click the [Save] button
Go to: Configuration, then click on “Connection Settings” found in the sidebar under Connections
In the “Settings for Volunteer Portal” section:
Connected Clients Form Header – type in the text that the volunteer will see above their “Connected Clients” section
Connected Clients Form Header – type in the text that the volunteer will see above their “Connected Clients” section
Select for volunteers to be able to see the associated client’s contact information
Select for volunteers to be able to see the associated client’s contact information
Select for volunteers to view past recorded client encounter feedback
Select for volunteers to view past recorded client encounter feedback
Select to prevent volunteers from logging client encounters in the future
Select to prevent volunteers from logging client encounters in the future
Scroll down and click the [Save] button
Settings for Client Portal
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Go to: Configuration, then click on “Connection Settings” found in the sidebar under Connections
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In the “Settings for Client Portal” section:
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Connected Volunteers Form Header – type in the text that the client will see above their “Connected Volunteers” section
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Select for clients to be able to see the associated volunteers’ names
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Select for clients to be able to see the associated volunteers’ profile picture
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Scroll down and click the [Save] button
Go to: Configuration, then click on “Connection Settings” found in the sidebar under Connections
In the “Settings for Client Portal” section:
Connected Volunteers Form Header – type in the text that the client will see above their “Connected Volunteers” section
Connected Volunteers Form Header – type in the text that the client will see above their “Connected Volunteers” section
Select for clients to be able to see the associated volunteers’ names
Select for clients to be able to see the associated volunteers’ names
Select for clients to be able to see the associated volunteers’ profile picture
Select for clients to be able to see the associated volunteers’ profile picture
Scroll down and click the [Save] button
IMPORTANT: By default, only the client name and notes would display to the volunteer in their CONTACTS tab in MyImpactPage.com. By checking the “Volunteers can see associated client’s contact information” box, volunteers will be able to see contact information (address, telephone and email information) for their clients. Volunteers will only be able to see information on clients with whom they are associated.