How To Create a User from Staff

The Staff list displays all internal staff contact records. External individual contacts should be listed as Individuals.

Staff can be converted AmpliFund users. For more information on inviting users to AmpliFund, see the AmpliFund Administration Guide.

 Note: Once converted, users will not have access to AmpliFund until invited from Administration>System Security>Users.

1. Open Contacts>Staff.
2. Click a staff name.
3. Click the  (Create User icon) in the Icon Bar.
4. Select if the user will Subscribe to Daily Emails or Subscribe to Weekly Emails. Once the user activates their account, they can update their email subscription preferences.
5. For clients with the Grant Research module, select if the user will have Research Module Access.
6. For clients with the Competitive Award Management module, select if the user will have Applicant Portal Access.
7. Select the user security Role. For more details, see Security Roles.
   • Organizational Admin: Can create, view, and edit all records in the account.
   • Executive: Can view all records in the account.
   • Department Admin: Can create, view, and edit all grant and project records linked to their department(s).
   • Department User (Salary): Can view all grant and project records linked to their department(s).
   • Department User (No Salary): Can view all grant and project records linked to their department(s), excluding budget personnel line items.
   • Project Admin: Can create, view, and edit all project records.
   • Project User (Salary): Can view and edit all projects assigned to them and view any grants linked to their projects.
   • Project User (No Salary): Can view and edit all projects assigned to them and view any grants linked to their projects, excluding budget personnel line items.
   • Fund Admin: Can create, view, and edit all fund, opportunity, and award records.
   • Fund User (Salary): Can create, view, and edit all opportunity and award records and assigned fund records.
   • Fund User (No Salary): Can create, view, and edit all opportunity and award records and assigned fund records, excluding budget personnel line items.
   • Researcher: Can only access the Research module; cannot apply for or manage grants.
8. Add the user’s First Name and Last Name.
9. Add the user’s job Title (optional).
10. Select the user’s Supervisor (optional). This list pulls from Contacts>Staff.
11. In the Track Time dropdown, select how frequently the user will track their time for timesheets.
12. Add the user’s primary address (optional).
13. 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.
14. Add the user’s primary Phone Type and phone number (optional).
15.  Add a Description (optional).
16. Add a User Identifier (optional).
17. In the Status dropdown, select Enabled.
18. Click Create.