How To Add a New User

You can add a new user to AmpliFund in the Administration module.

1. Open Administration>System Security>Users.
2. Click the (Create icon) in the Icon Bar.
3. Under User information, select if the new user will Subscribe to Daily Emails and/or Subscribe to Weekly Emails. Once the user activates their account, they can update their email subscription preferences.
4. Select the user’s department (optional). This list pulls from Administration>System Security>Departments.

Note: Depending on your AmpliFund account type, you may have different Record Types available to you.

1. Select the Object Type.
   • Account: Account access will apply to all record types. All Account users will have access to all areas of the account, including Administration. Account Admin are the only users who can create and delete user records and can act as other users.
   • Applications (Applicant Portal): This includes the Applicant Portal and any applications your organization creates. It does not include any applications that are submitted to your organization.
   • Awards: This includes awards that your organization distributes, as a grant funder.
   • Departments (all records linked to departments): This includes any records that are linked to the user’s department, which could include awards, funds, grants, opportunities, or projects.
   • Funds: This includes all fund records. Users will be able to see which opportunities and awards are tied to the fund but will not have access to those records in detail.
   • Grants: This includes all grants that your organization has received, as well as any grant opportunities or sub-awards.
   • Opportunities: This includes all opportunities, including any grant opportunities. Admins and Editors can also access Form Templates.
   • Projects: This includes all projects. It does not include any grants linked to the projects.
   • Research: This includes the Research area.
2. Select the Access level for each object type that you choose. You can choose from the following access levels:
   • Admin: User can view, create, edit, and delete records; can add progress against record and collaborate; has access to Administration areas
   • Editor: User can view and edit records (cannot create or delete); can add progress against record and collaborate
   • User: User can view record details (cannot create, edit or delete); can add progress against record and collaborate
   • View Only: User can view record only (cannot create, edit, delete, add progress, or collaborate)
3. Select any account-wide restrictions for the new user under Advance Restrictions. If you select one or all these restrictions, the new user will not be able to view or access restricted content, regardless of any other role or permission. You can select the from the following advance restrictions:
   • Approvals: User cannot approve or reject records including payment requests, payment authorizations, or amendments
   • Budget: User cannot access budget or expense data
   • Payment Authorizations: User cannot create or edit payment authorizations. Can still view.
   • Post-Award: User cannot access any post-award data
   • Salary: User cannot access any salary data
4. Add the user’s First Name and Last Name.
5. Add the user’s job Title (optional).
6. Select the user’s Supervisor (optional). This list pulls from Contacts>Staff.
7. In the Track Time dropdown, select how frequently the user will track their time for timesheets.
8. Add the user’s primary address (optional).
9. Add the user’s primary email address.

Note: AmpliFund login usernames (i.e., the user’s email address) cannot be edited in the system. However, you can update a user’s primary email address as necessary. If you need to change the AmpliFund username, you can submit a ticket.

1. Add the user’s primary phone number (optional).
2. Add a Description (optional).
3. Under User Record Information, add a User Identifier (optional).
4. In the Status dropdown, select Enabled.
5. Click Create.