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:
- 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 | Materials Delivery | Digital Licenses | Professional Development (PD) |
|---|---|---|---|
| Primary Onboarding Contact(s) | Materials Contact(s) | Technical Contact(s) | Professional Development Contact(s) |
| Manages critical onboarding contact information in the Contact Management page. Accesses all portal pages. Receives communication across onboarding processes. | Provides logistics in the Order Management page such as address, product quantities, and shipping details. Receives communication regarding physical materials process. | Provides configuration details in the Digital Onboarding page such as roster data source and login method. Receives communication regarding digital access process. | Prepares for scheduling your PD. Receives communication regarding professional development. |
Need more help?
Our Help Center contains searchable articles and resources to answer many of your questions.
If you need additional support, email help@amplify.com, or call 1-800-823-1969. Agents are available Monday through Friday, 7 a.m. to 7 p.m. ET.