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 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
- 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