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Adding New Users on Amplifi

Amplifi allows you to add new users easily through the settings menu. Follow these steps:

Step 1: Accessing the User Management Section​

  1. Open Settings:

    • Click the Settings icon in the top-right corner of the screen.

  2. Navigate to Users Tab:

    • The Users tab in the side menu will open automatically, displaying a list of existing users.
    • You can view each user's name, email, status, and role.

Step 2: Adding a New User​

  1. Click "Add Users":

    • On the top right corner, click the + Add Users button.
    • A pop-up window will appear to enter the new user’s details.

  2. Enter User Details:
    Fill in the following fields:

    • First Name: Enter the user’s first name.
    • Last Name: Enter the user’s last name.
    • Email: Enter the user’s email address.
    • Organization: Select the user’s organization from the dropdown.
    • Role: Assign a role to the user from the dropdown.

    Learn more about Roles in Amplifi →

  3. Add Multiple Users (Optional):

    • Click on + Add More to add additional users.

  4. Send Invite:

    • Once all the details are entered, click Send Invite.
    • An invitation email will be sent to the user(s) to join Amplifi.

  5. User Onboarding Flow:
    After sending the invite, the new user will follow this process:

    • Receive Email: User gets an invitation email with a link to join Amplifi
    • Password Reset: User clicks the link and receives a password reset email
    • Set Password: User is redirected to create a new password and confirm it
    • Login: After password setup, user is redirected to the login page
    • Access Workspace: User enters email and password to access the Workspace

Step 3: Verifying User Status​

  • After sending the invite, the user’s status will show as Invited.
  • Once the user accepts the invitation, the status changes to Active.

That’s it! You’ve successfully added a new user to Amplifi. 🚀