How to Add Users

NOTE: It is the Organization’s responsibility to maintain their account Users and Security Roles.

NOTE: Some recipients use a third-party outside of their own organization to apply or manage their award. This third-party is referred to as an External User (e.g. contractor, certified administrator, etc.). The External User must be added as a user to the recipient’s account. For more information, see the ‘External User’ guide.

Table of Contents

Applicant Portal

Recipient Portal

Applicant Portal

NOTE: If you are adding an External User to your account to submit an application on your Organization’s behalf, stop and please contact AmpliFund Customer Support for assistance. For more information, see the ‘External User’ guide.

Step 1: Login to AmpliFund https://ne.amplifund.com. You will now be in the Applicant Portal.

Step 2: Click the Users tab.

You will now see the list of current users.

 

Step 3: To add a User, click + Add User.

Step 4: Complete the New User fields.

 

The Role field is the User’s security role. Hover over the help icon to see the differences in ‘Editor’ and ‘Administrator’ security roles.

Step 5: When finished, click the Invite button at the bottom of the page.

Your list of users will now be successfully updated, and the new user will receive an email invite from AmpliFund.

Error when Clicking green Invite button

This user either has an Applicant Portal or a Recipient Portal. In order to be added into multiple Portals, please contact AmpliFund Customer Support.

NOTE: Organizations (including External User Organizations) will want 1 account. Additional users then can be added to that 1 account. Individual users should not create individual organizations. Verify your Organization doesn’t already have an AmpliFund account before registering to create a new one.

Recipient Portal

NOTE: You must have an ‘Account Admin’ security role to add/edit users.

Step 1: Login to AmpliFund https://ne.amplifund.com. You will now be in the Recipient Portal.

Step 2: Navigate to Administration > System Security (left click the gray triangle) > Users

Step 3: Click the ‘+’ icon in the top right-hand corner.

Step 4: Complete the User Information section:

Subscribe to Daily Emails:	This option allows the User to receive notification, reminder, and update emails on the date they are scheduled.
Subscribe to Weekly Emails:	This option allows the User to receive all notifications, reminders, and updates once a week in their inbox.
Departments:	Leave blank, Recipients do not have functionality of the Departments feature.
Security:	Refer to 'AmpliFund Security Roles in the Recipient Portal' for more information regarding roles.

Step 5: Complete the Staff Information section. 'First Name', 'Last Name', and 'Email Address' are all required to create a User.

Step 6: Click the green Create button to create the User.

Error when Clicking green Create button

This user has an Applicant Portal. To get their Applicant Portal turned into a Recipient Portal, please contact AmpliFund Customer Support.

How to Invite Users into AmpliFund

Upon inviting a User, they will receive an email invitation from AmpliFund ([e-mail]) and will be prompted to click on a link to establish their own unique password.

Step 7: Upon creating the User, you will be able to click the ‘envelope’ icon in the top right-hand corner to invite that User into the system.