Settings & Administration
The Settings section is where Org Admins configure the organization, manage team members, set up donors, and control system-wide preferences. Access it by clicking Settings in the left sidebar.
📸 Figure 11.1 — Settings Navigation
The Settings page with a sub-navigation menu on the left showing tabs: General, Members, Donors & Funders, Security, and Notifications. The "General" tab is selected, showing organization name, code, and logo upload fields in the main content area.
File: user-manual/images/11-01-settings-navigation.png
General Settings
The General tab lets you update your organization's core information.
| Setting | Description |
|---|---|
| Organization Name | The full display name of your organization |
| Organization Code | Short identifier (e.g., STF-RW) — used in exports and reports |
| Logo | Upload your organization's logo (PNG or SVG, max 1 MB) |
| Website | Your organization's public website URL |
| Country | Primary country of operation |
After making changes, click Save Changes.
📸 Figure 11.2 — General Settings Tab
The General tab showing the organization name and code as editable text inputs, a logo upload area with a preview of the current logo, and country/website fields below. A "Save Changes" button appears at the bottom. A note below the logo upload says "Recommended size: 200×60px. PNG or SVG format."
File: user-manual/images/11-02-general-settings.png
Managing Team Members
The Members tab shows everyone who has access to your organization's ImpactMEL account.
📸 Figure 11.3 — Members Tab
The Members tab showing a table with columns: Name, Email, Role (shown as a colored badge), Status (Active/Pending), Date Joined, and an Actions column with "Change Role" and "Remove" options. A search bar appears at the top. An "+ Invite Member" button is in the top-right corner. Pending invitations appear with a gray "Pending" badge and a "Resend" link.
File: user-manual/images/11-03-members-tab.png
Inviting a New Member
- Click + Invite Member
- Enter their email address
- Select their role (see Roles & Permissions for guidance)
- Click Send Invitation
The invited person receives an email with a link to create their account (or sign in if they have one). Once they accept, they appear as Active in your members list.
📸 Figure 11.4 — Invite Member Dialog
The "Invite Member" dialog showing an email address field and a role dropdown with four options: Org Admin, M&E Officer, Reporter, and Viewer. Each option has a brief description below its name. A "Send Invitation" button is at the bottom. A note below the role selector says "You can change their role at any time after they join."
File: user-manual/images/11-04-invite-member-dialog.png
Changing a Member's Role
- Find the member in the table
- Click Change Role in the Actions column
- Select the new role
- Click Update Role
The change takes effect immediately — the member's permissions are updated on their next page load.
Removing a Member
- Find the member in the table
- Click Remove in the Actions column
- Confirm in the dialog that appears
Removed members immediately lose access to your organization. Their submitted data is preserved — it is not deleted when a member is removed.
WARNING
Removing a member cannot be undone automatically. If the removal was a mistake, you will need to send a new invitation to re-add them.
Resending an Invitation
If an invited person hasn't accepted after a few days, the invitation may have gone to their spam folder.
- Find their entry in the members table (shown with a Pending badge)
- Click Resend next to their entry
- A new invitation email is sent
Donors & Funders
The Donors & Funders tab maintains your organization's registry of funding organizations. Donors in this registry can be linked to programs.
📸 Figure 11.5 — Donors & Funders Tab
The Donors & Funders tab showing a searchable table of donors. Columns include: Donor Name, Code, Type (shown as a colored badge: Bilateral/Multilateral/Private/NGO), Country, Contact, and Action buttons (Edit, Delete). A search bar at the top. A "+ New Donor" button in the top-right. Type filter chips (All / Bilateral / Multilateral / Private / NGO) appear below the search bar.
File: user-manual/images/11-05-donors-tab.png
Adding a Donor
- Click + New Donor
- Fill in the donor's details:
| Field | Required | Description |
|---|---|---|
| Donor Name | ✅ | Full official name |
| Code | Short abbreviation (e.g., USAID, GIZ, FCDO) | |
| Type | ✅ | Bilateral, Multilateral, Private, NGO, Government, Other |
| Country | Donor's country of origin | |
| Website | Donor's website URL | |
| Contact Name | Primary point of contact | |
| Contact Email | Contact email address | |
| Notes | Internal notes about this donor relationship |
- Click Save Donor
Donor Types
| Type | Examples |
|---|---|
| Bilateral | USAID, FCDO, GIZ, AFD, SIDA |
| Multilateral | UNICEF, UNDP, World Bank, European Union, WHO |
| Private | Private foundations, corporate social responsibility |
| NGO | International NGO sub-grants |
| Government | Host government co-financing |
| Other | Any other funding source |
Editing or Deleting a Donor
- Edit: Click the pencil icon on the donor row → update fields → Save
- Delete: Click the trash icon → confirm. Donors linked to active programs cannot be deleted — unlink them from all programs first.
Notification Preferences
The Notifications tab lets each user configure which system events they want to be notified about via email or in-app alert.
| Event | Who receives it | Configurable |
|---|---|---|
| Indicator report submitted | M&E Officers | ✅ |
| Indicator report approved | Reporter who submitted | ✅ |
| Indicator report rejected | Reporter who submitted | ✅ |
| Reporting period due in 7 days | All project members | ✅ |
| New member joined the org | Org Admins | ✅ |
| Report shared externally | Org Admins | ✅ |
To update your preferences:
- Go to Settings → Notifications
- Toggle each notification type on or off
- Changes save automatically
Security Settings
The Security tab (Org Admin only) shows:
- Active sessions — list of devices currently logged into your account
- Session timeout — how long until inactive sessions are automatically signed out
- 2FA setup — Two-factor authentication via authenticator app (coming soon)
- Audit log — a tamper-proof log of all admin actions in the organization
📸 Figure 11.6 — Security Settings Tab
The Security tab showing three sections: "Active Sessions" (a table of devices with location, browser, and a "Sign out this device" button), "Session Settings" (a timeout dropdown set to "7 days"), and "Audit Log" (a chronological list of admin actions with timestamps, user names, and action descriptions).
File: user-manual/images/11-06-security-settings.png
Audit Log
The audit log records every significant action taken by any admin in your organization:
- Member invited / removed / role changed
- Program / project created or deleted
- Reporting period locked or unlocked
- Report published or share link revoked
- Org settings changed
Each entry shows: who did it, what they did, when, and the IP address. The audit log cannot be edited or deleted.
Your Profile Settings
Each user (regardless of role) can manage their personal account settings:
- Click your avatar or name in the top-right corner
- Select Account Settings
From there you can:
- Update your display name
- Change your email address
- Update your password
- Manage notification preferences
- Sign out from all devices
📸 Figure 11.7 — Account Settings Page
The personal account settings page showing: a profile photo upload area, First Name and Last Name fields, Email field with a "Change Email" button, a "Change Password" section with current and new password fields, and a "Sign Out All Devices" button at the bottom in red.
File: user-manual/images/11-07-account-settings.png