✅ What To Do First
Set up your Organization Profile
Invite Team Members
Create or Edit your first Program
Verify your Organization
Link your Bank Account
Book an Onboarding Call
Setting Up Your Organization’s Profile
Once logged in to your Gloo Impact account, click on your profile icon at the top right corner and select Settings to Verify Your Organization through the KYB process.
After completing the verification, you can return to the General page. From your Settings, you can also add team members, manage forms, and set up integrations by navigating to Team, Forms, or Integrations from the left hand nav.
Inviting Team Members
Add team members to help you manage your champion organization’s account. You can add as many team members as you’d like and specify which permissions you’d like them to have. Just go to your Settings page and then click Team from the left nav. When a team member is added, they will receive an invitation email at their registered email address. The email contains an invitation link guiding them through the setup process to complete their account configuration. If they report not receiving the invitation, confirm their email was added correctly and ask them to check their spam or junk folder.
Click Invite members and click the dropdown to select which role you'd like to add. Then, type in the email addresses of the team members you'd like to add. Click Send invites to invite the team members to Gloo Impact. If a team member is unable to log in, ensure they are entering the correct email and checking spam for the one-time code email. As a last resort, you can remove the team member and add them again to trigger a new invitation link. After completing the setup, team members can log in using their email address to receive a one-time code. Gloo does not use passwords, simplifying the login process.
Your First Program
Creating a First Draft
A program on the Gloo Impact platform refers to any event or service that your champion organization will be providing, which applicants will be applying for. To create your first program, go to the Programs tab and then click either of the two Create Program buttons. You’ll then be taken to the program builder where you’ll enter the details for the Overview, Milestones, and Application sections for your Program. Once these sections are completed, you’ll click Submit for Review in the top right corner for our team to review your program before it is published. See Creating Your First Program for a detailed walkthrough on building your first program.
Editing a First Draft
You may have a first draft of your program waiting for you. Select the Draft on the lefthand side of the screen to see, and click on the program to continue editing.
Verify Your Organization
It's important to complete the Know Your Business (KYB) and Know Your Customer (KYC) process with accuracy. This process ensures your organization complies with federal regulations for preventing fraud and money laundering. Taking it seriously from the beginning can save time and effort by avoiding rejections or requests for additional documents.
For more help with this process go to: Setting Up Your Business Account: KYB and KYC Explained
Linking Your Bank Account
To link your bank account, click your initials in the top right corner and click Banking.
Click Add bank account to connect your account via Plaid. Follow the steps to link your external account to Gloo Impact.
When your program is brought into a Fund, money will be transferred to your digital wallet to cover the cost of your program as the participant, who is receiving the scholarship, completes the milestones that were set up as a part of your Program.
Book an Onboarding Call
If your'e having trouble with these steps, feel free to book some time to get help: