Sponsor Org Owner
About the Role
The team member who first accepts the invite to join Gloo Impact becomes the Sponsor Org Owner. This role has complete access to Gloo Impact and is the only role that has access to KYB and bank account information. Consider giving this role to someone on your team who manages your finances. When you need to, it’s also possible to transfer ownership of the org.
Accounts with this role have all privileges and can:
Create and manage Funds.
Access and edit Bank account information.
Verify Know Your Business (KYB) information.
Add org admins and fund managers to your team.
How to Add a Sponsor Org Owner
First, determine who will own the end-to-end implementation of Gloo Impact for your organization. Then, let your point of contact at Gloo know so they can send you an email invite to the platform.
Note: The Sponsor Org Owner does not have to be the legal entity's owner. However, the Sponsor Org Owner is responsible for verifying the KYB details, including identifying the organization's legal owner.
In the email, click Accept Invite. To create your Sponsor Org Owner account, enter your Name, Email address, and Password. Review and accept the Privacy Statement and Terms of Service by checking the box, then click Create account.
Now you can set up your organization in Gloo Impact. Enter your Organization name and EIN. Click Finish setup when you’re done.
⚠️Note: The Organization Name must be unique. Two organizations can’t have the same name.
Now you can link your bank account or complete KYB verification, which is required to publish programs and receive funds.
Sponsor Org Admin
About the Role
The Sponsor Org Admin role helps manage the Gloo Impact platform. However, Sponsor Org Admins can’t access bank information or complete KYB verification. Consider giving this role to team members who will be responsible for your org's day-to-day operations on the platform and creating and managing funds.
Accounts with this role can:
Assist in setting up and managing the organization.
Create and manage funds.
Add Programs to funds.
Invite additional team members and manage team settings.
How to Add a Sponsor Org Admin
Login to Gloo Impact as a Sponsor Org Owner or Admin. Click on the profile icon in the top-right corner and click Settings.
Select Team on the left side panel. Click Invite members.
Enter the email addresses of the people you want to add as admins, then click Send invites. They’ll receive an email invite to set up their account, and you can track their invitation status from the Team Members list.
Fund Manager
About the Role
The Fund Manager role only has access to the Funds and Programs tabs. They don’t have access to Settings. Consider giving this role to people on your team who will be responsible for managing assigned funds.
Accounts with this role can:
Add Programs to funds.
Review scholarship applications.
Check changes made to Programs that your organization is funding.
Invite additional team members to help manage the fund.
How to Add a Fund Manager to a New Fund
To invite fund managers, you need to first create a fund. Log in to Gloo Impact as a Sponsor Org Owner or Admin. Select the Dashboard tab, then click Create fund.
Fill out the Fund profile and click Invite fund managers.
Enter the email addresses of the people you want to manage this fund. Click Invite & complete.
Now you’ve assigned fund managers to the new fund. Learn more about creating funds here.
How to Add a Fund Manager to an Existing Fund
Log in to Gloo Impact. Select the Dashboard tab, then choose an existing fund.
On the left sidebar, select Team, then click Invite members.
Enter the email addresses of the people you want to manage this fund. Click Send invites.
Now you’ve invited fund managers to the existing fund.
Applicant
About the Role
Applicants are people who want to participate in a program and have access to the Program Marketplace. When you fund a program, it adds a scholarship to the program. Applicants can apply to your scholarship to cover the cost of participating in the program.
Managing Applicants
For the most part, the Champion Organization that created the program is responsible for managing applicants. However, if you include an application with your scholarship, you’ll need to manage the application submissions.
Sponsor Org Owners, Admins, and Fund Managers can manage application submissions. Since there aren’t notifications for new submissions, you’ll need to check the Application list in your Gloo Impact dashboard regularly to review and manage them.
To manage application submissions, log in to Gloo Impact. Select the Dashboard tab, then choose an existing fund.
On the right sidebar, select Application. Filter the list by status and choose an application from the Submissions page that you want to review.
Then click one of the following buttons:
Click Reject if the applicant doesn’t qualify for your scholarship. The applicant will receive an email kindly informing them they weren't approved and encouraging them to apply for a different one.
Click Approve & finish if the applicant meets the scholarship qualifications. If the champion organization also approves the application, the applicant will receive an email letting them know their application has been approved and giving them access to the program.
One thing to keep in mind is that the sponsor organization and the champion organization both need to approve the application for the applicant to join the program. If one organization rejects an application, it’s automatically rejected.
To see who rejected an application, choose a rejected application from the Application list. In the bottom of the left sidebar, you can see who reviewed the application and when.
