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ImpactMatrix Platform ImpactMatrix Platform Documentation

Organization Setup

Organization Setup

After creating your account, complete your organization profile to unlock platform features and enable benchmarking.

Part 1: Organization Profile

Basic Information

Navigate to Settings > Organization Profile

Organization Name *

Your organization’s legal registered name.

Organization Type *

Select primary category:

  • Business (For-Profit) - Companies pursuing profit
  • Social Enterprise - Companies with social mission
  • Non-Profit / NGO - Community-focused organizations
  • Academic Institution - University/research center
  • Government Agency - Local, regional, national
  • Multi-Sector Network - Consortium/partnership
  • Cooperative - Member-owned collective
  • Individual - Solo practitioner

Primary Sector *

Select which industry/sector best describes your work:

Business Sectors

  • Manufacturing & Production
  • Technology & Software
  • Financial Services
  • Retail & E-Commerce
  • Tourism & Hospitality
  • Agriculture & Food
  • Energy & Mining
  • Healthcare
  • Construction
  • Transportation & Logistics

Public/Social Sectors

  • Education
  • Public Health
  • Water & Sanitation
  • Urban Planning
  • Environmental Management
  • Social Services
  • Labor & Employment
  • Arts & Culture
  • Media & Communications
  • Government Administration

Cross-Cutting Sectors

  • Waste Management & Recycling
  • Renewable Energy
  • Sustainable Agriculture
  • Water Resources
  • Biodiversity Conservation
  • Climate Action
  • Social Enterprise
  • Fair Trade
  • Other

Organization Details

Staff Size *

  • 1-10 employees
  • 11-50 employees
  • 51-250 employees
  • 251-1000 employees
  • 1001-5000 employees
  • 5000+ employees

Annual Revenue (Optional)

Used for proper benchmarking. Kept confidential.

  • Under $100K
  • $100K-$500K
  • $500K-$5M
  • $5M-$50M
  • $50M-$500M
  • $500M-$2B
  • $2B+

Geographic Headquarters

  • Country: Where your main office is located
  • State/Province: Regional location
  • City: City name

Geographic Operating Area

Where your organization operates (select all that apply):

  • Single city/town
  • Regional (multi-city)
  • National (entire country)
  • Regional (multi-country, e.g., Sub-Saharan Africa)
  • Global/International

Contact Information

Website URL (Optional)

Your organization’s website (used for public profile).

Primary Contact Email

Best email for platform communications.

Phone Number (Optional)

Used only for billing/support issues.

Organization Description

Write 300-500 words describing your organization:

Include:

  • Mission statement
  • Foundation year
  • Primary stakeholders
  • Key impact areas
  • Geographic focus (if regional)
  • Year sustainability goals or commitments
  • Connection to SDGs

Example: “XYZ Foundation is a 501(c)(3) nonprofit founded in 2010, working to improve sustainable agriculture in East Africa. We serve 50,000 farmers across 5 countries through training, access to improved seeds, and market linkages. Our mission is food security, climate resilience, and rural income for smallholder farmers. We’re committed to doubling farm yields by 2030 while reducing emissions, achieving SDG targets 1, 2, 12, 13, and 17.”

Logo Upload

Upload your organization logo:

  • Format: PNG or JPG
  • Size: Max 2MB
  • Dimensions: 1000x1000px recommended
  • Background: Transparent preferred (PNG)

Click “Upload Logo” and select file from your computer.

Part 2: Sustainability Profile

Navigate to Settings > Sustainability Profile

Current Sustainability Maturity

Where is your organization today?

  • Exploring: Just beginning sustainability efforts
  • Developing: Some initiatives underway, not yet integrated
  • Established: Systematic approach, multiple programs
  • Integrated: Sustainability core to strategy and operations
  • Leading: Industry leader in sustainability

This shapes recommendations and comparison benchmarks.

Top Sustainability Priorities

Rank your top 3 sustainability priorities:

Available Options:

  1. Carbon/Climate (climate action, emissions reduction)
  2. Resource Efficiency (water, materials, waste)
  3. Social Equity (fair wages, discrimination, community)
  4. Environmental Restoration (biodiversity, ecosystem recovery)
  5. Good Governance (transparency, ethics, compliance)
  6. Innovation (technology, sustainable solutions)
  7. Supply Chain (responsible procurement, traceability)
  8. Community Impact (stakeholder engagement, local development)

Ranking priorities ensures assessment questions emphasize your focus areas.

Existing Sustainability Initiatives

List any current programs or certifications:

Add Initiative

  • Initiative name (e.g., “Carbon Neutral by 2030”)
  • Start year
  • Target outcome
  • Responsible team member

Sustainability Goals (Optional)

If you have existing sustainability targets, enter them:

  • Goal description (e.g., “50% emissions reduction”)
  • Target year
  • Current status (e.g., “On track”, “Behind”, “Completing early”)
  • Related SDG targets (if known)

These will be compared against AI-generated recommendations.

Certifications & Standards

Check any certifications your organization holds or pursuing:

Environmental

  • ☐ ISO 14001 (Environmental Management)
  • ☐ B Corp Certification
  • ☐ Carbon Trust
  • ☐ Green Building Certification
  • ☐ Fair Trade Certification

Social

  • ☐ SA8000 (Social Accountability)
  • ☐ Equal Pay Certification
  • ☐ Disability Confident
  • ☐ Best for the World

Governance

  • ☐ ISO 9001 (Quality Management)
  • ☐ ISO 27001 (Information Security)
  • ☐ Certified B Corporation
  • ☐ UN Global Compact Member

Sustainability Standards

  • ☐ GRI Reporting
  • ☐ SASB Reporting
  • ☐ TCFD Climate Reporting
  • ☐ UN SDG Progress Reporting

No problem if you have none yet. That’s why you’re here!

Part 3: Access & Permissions

Navigate to Settings > Team & Access

Team Members

Invite Team Members

Click “Invite Team Member”

  • Email: Colleague’s work email
  • Name: Their full name
  • Role: Select role (see table below)
  • Message: Optional message in invitation

Role Descriptions:

RoleCreates AssessmentsViews ResultsManages UsersBillingAdmin
Admin✓✓✓✓✓
Assessment Lead✓✓✗✗✗
Data Entry✓✗✗✗✗
Analyst✗✓✗✗✗
Viewer✗✓✗✗✗
Finance Manager✗✗✗✓✗

Pending Invitations

View pending invitations. Resend or revoke if needed.

Remove Team Member

Select member and click “Remove Access”. They lose access immediately but data stays.

Part 4: Preferences

Navigate to Settings > Preferences

Language & Localization

  • Platform Language: English, Spanish, French, German, Portuguese, Mandarin
  • Date Format: MM/DD/YYYY or DD/MM/YYYY
  • Time Zone: Select your timezone
  • Currency: Default currency for reports

Communication Preferences

Email Notifications

  • ☐ New report ready
  • ☐ Assessment reminders
  • ☐ Monthly summaries
  • ☐ Platform updates
  • ☐ Collaboration invitations

Frequency

  • Real-time, Daily, Weekly, Monthly, or Off

Data Sharing

Allow Benchmarking

  • ☐ Include in industry benchmarks (anonymized)
  • ☐ Allow aggregated analytics
  • ☐ Share anonymized data with researchers

(Your organization name and identifiable data never shared)

Public Profile

  • ☐ Display organization in partner directory
  • ☐ Show sustainability initiatives publicly
  • ☐ Allow other organizations to contact us

Completion Checklist

Before starting your first assessment, confirm:

  • ✅ Organization name and type entered
  • ✅ Primary sector selected
  • ✅ Contact information provided
  • ✅ Sustainability profile completed
  • ✅ At least one team member (you!)
  • ✅ Subscription plan selected or trial started
  • ✅ Email verified

Ready to assess? Start Your First Assessment →