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.
- Adding Hyperlinks to Custom Reports
- How To Add a Custom Form Extension to an Activity
- How To Add a Custom Form Extension to a Deliverable
- How To Add a Custom Form Extension to a Measure
- Workflow Task Review Automation Overview
- How to Save Your Task Review Progress and Resume Later
- How to Access Documents and Files in a Task Review
- How to Add Comments to a Task Review
- How to Complete a Task Review
- How To Find Your Assigned Task Reviews
- How To Remove a Payment Request from a Workflow
- How To Move a Payment Request Back to the Previous Action
- How To Send a Payment Request Back to the Start
- How To View Workflow History
- How To Move a Payment Request through a Workflow
- How To Enroll a Payment Request Into a Workflow
- How To Add a Status Change Automation
- How To Delete a Workflow Action
- How To Edit a Workflow Action
- How To Create a Workflow Action
- How To View a Workflow Action
- How To Delete a Workflow
- How To Create a Workflow
- How To View a Workflow
- 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