On the Amplify Home screen, click on Manage. In the left sidebar, under Manage Organization, click Users. Here you can view, add, or delete users within your Amplify Account.
Note: Users can be both staff or volunteers who manage your software AND people (think members of your ministry community) who simply log in to donate online or view the church directory.
In this context, we're referring to adding users with permissions to manage some or all of your Amplify software solutions.
Add Amplify Users
To add new users, click on the blue +Add button. Uncheck any modules you don't want a user to manage. Each person must have a unique email and phone number.
Important Universal Admin Permission Details:
- When a user is granted Universal Admin access, they will have complete rights to every Amplify module and can manage their entire Amplify account.
- *Safeguard: Universal Admin does not give full rights to Amplify Giving Admin for security reasons. You'll need to provide additional permissions within the Giving Admin module itself.
- Universal Admin permissions are required to view and manage Amplify Account billing.
Once finished, click the blue Invite button. The individual will receive an email from no_reply@account.myamplify.io with a unique link to create their password (below).
Security Notes: After creating a password, all users will be required to set up Multi-Factor Authentication.
Once a user has verified their account by setting up a password, only they can update their Email Address or Phone Number for security reasons.
How to Assign Permissions within each Module
Although a new user can now access Amplify (whether a universal admin or individual with rights to specific modules), you must assign them appropriate permissions within each module.
After sending an invitation to a new user, go to the App Switcher menu at the top left of the screen and select a module that you would like the user to manage.
Click a Module Name below to learn where permissions are managed within each Amplify Module.
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In the People Module, click the gear icon in the top-right corner, then select Permissions. Here, you can set up unique roles and permissions for your users. Learn more here!
*Click on the image to enlarge
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In the Giving Admin Module, click the gear icon in the top right corner, then select the Managers Tile. You can add managers to your Giving account with custom permission sets. Learn More about Giving Manager Permissions!
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Access to manage your Mobile App is either on or off. In other words, a user either has permission to manage your Mobile App or not. Simply check or uncheck the Mobile App tile when editing a user within the Amplify Users section. Mobile App Help.
Note: The integrated Mobile App dynamically 'pulls in' content from other Amplify solutions, such as Forms, saving you from re-creating duplicate content. Therefore, you may need to give your Mobile App administrators permissions to other Amplify Modules.
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From the Amplify Websites module, navigate to People > Members. Simply click the first name of a user or check off their name and click the Edit Selected button. On the screen that appears, navigate to Step 2 (Permissions) to set login details and rules for the user. Learn more!
*Click on the image to enlarge
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From the Amplify Streaming module, navigate to People > Members and click on the first name of a user to edit their profile. On the screen that appears, navigate to Step 2 (Permissions), and check off the topmost three checkboxes to manage your Live Streaming software (below). (More on Streaming Permissions).
*Click on the image to enlarge
Managing Amplify Users FAQ
Can I update a user's email or phone?
For security reasons, users must update their own email address or phone number. For instructions you can provide to your users, see How to Update Your Amplify Login Credentials.
Permissions to manage Amplify Account billing.
To view, update, or manage your Amplify Account Billing, a user must have Universal Admin permissions. For more, see How To Grant Universal Admin Permissions.
How can I merge two people?
For security reasons, once a user is authenticated, they cannot be merged with another user. If an individual's information changes, they can either log in and update it themselves, or you can re-add them with their new information.
How do I mass-invite users?
Currently, Amplify users must be added one at a time. In a future update, we plan to add the ability to add users en masse.
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