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.

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.

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.

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.

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.