Administration
The Administration module is only available to Organizational Admin users and shows information and settings for the organization's Amplifund account. The module contains the account's License Information, System Administration (for clients with the Workflow module), System Security, Lists, and Actuals. Within this module, Organization Admin may set account settings, user security roles, send user invitations, update and manage lists, and import actual expenses.
- How To Add/Edit Account Details
- How To Add/Edit Account Settings
- How To Add a Lead Recipient
- How To Import Lead Recipients
- How To Add a Sub-Recipient
- How To Import Sub-Recipients
- How To View Activity Log
- How To Export Activity Log
- How To View a Workflow Instance
- How To Add a Workflow Instance
- How To Edit a Workflow Instance
- How To Copy a Workflow Instance
- How To Delete a Workflow Instance
- How To Disable a Workflow Instance
- How To Restore a Deleted Workflow Instance
- How To View a Workflow Queue
- How To Add a Workflow Queue
- How To Edit a Workflow Queue
- How To Delete a Workflow Queue
- How To Change the Initial Workflow Queue
- How To Reorder Actions in the Queue
- How To Disable a Workflow Queue
- How To View a Workflow Action
- How To Add a Workflow Action
- How To Edit a Workflow Action
- How To Delete a Workflow Action
- How To View a User
- How To Add a New User
- How To Edit a User
- How To Delete a User