How To Add/Edit Account Details

From the Details tab, Organizational Admin can edit the organization information, primary contact information, description, and record information. To update your product and licensing information, contact your AmpliFund Customer Success Representative or submit a ticket.

1. Open Administration>License Information.
2. Click the  (Edit icon) in the Icon Bar.
3. Add the account Name.
4. Add the DBA Name (optional). This is an alternative name your organization does business under.
5. Select the Organization Type.
6. Add the Primary Address, Primary Email Address, and Primary Phone Number for the account (optional).
7. Add the DUNS Number (optional). This is the Data Universal Numbering system number.
8. Add the CAGE Code (optional). This is the Commercial and Government Entity Code.
9. Add the Congressional District (optional).
10. Add the EIN / Federal Tax ID number. This is the federal Employer Identification Number.
11. Add the organization Website (optional).
12. Add the organization Submission Website, Submission Website Username, and Submission Website Password (optional). This is the website for online grant application submissions.
13. Select the Funding Cycle.
14. Add a Funding Cycle Description (optional).
15. Add an organization Description (optional).
16. Add a Unique Identifier (optional).
17. Select Status as Enabled.
18. Click Update.