Contact Management
As the Primary Onboarding Contact for your organization, you play a crucial role in ensuring that your onboarding team is up and running to complete onboarding tasks.
Steps for Contact Management
- Set up your team: Leaning on a team can lead to success. From the Amplify Customer Portal, the Contact Management page is the starting point for onboarding at Amplify. Begin here to make sure you have colleagues to help you.
- Managing contacts within the Contact Management page: Onboarding contacts are not assigned by program, but should be assigned by onboarding responsibilities such as materials delivery, digital licensing, and PD scheduling of all Amplify programs.
- Delegate roles: The Primary Onboarding Contact can use this guide to assign and manage onboarding roles effectively.
- Review responsibilities: Assigned contacts should review their responsibilities and explore available resources.
- Additional roles: As the Primary Onboarding Contact, should you wish to complete other onboarding processes, please assign yourself Materials, Technical, and/or PD contact.
Onboarding Administrator
Primary Onboarding Contact(s)
- Manages critical onboarding contact information in the Contact Management page.
- Accesses all portal pages.
- Receives communication across onboarding processes.
Materials Delivery
Materials Contact(s)
- Provides logistics in the Order Management page such as address, product quantities, and shipping details for all Amplify programs.
- Receives communication regarding physical materials process for all Amplify programs.
Digital Licenses
Technical Contact(s)
- Provides configuration details in the Digital Onboarding page such as roster data source and login method for all Amplify programs.
- Receives communication regarding digital access process for all Amplify programs.
Professional Development (PD)
PD Contact(s)
- Prepares for scheduling your PD for all Amplify programs.
- Receives communication regarding purchased professional development for all Amplify programs.
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If you need additional support, please contact our support team.