Setup Guide

Sync Up and Make Amplify Your Own

5 simple steps with optional fine-tuning.

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1 Login and Set Your New Password

Become the Gatekeeper

Well email you a temporary password (launch code) to login with initially. Once you’re in, the first thing you’ll be asked to do is change it to a password that only you will know.

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2 Add Integration Code from Harvest

Syncing Begins Automatically

In Harvest’s settings, under Integrations, click Authorized OAuth2 API Clients and then + New Client. Fill in the simple details from your Amplify welcome email and paste the code Harvest gives you into Amplify. Amplify immediately gets your client list so you can breeze through setup whilst Harvest begins populating your new dashboards in the background.

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3 Define Your Business

Tell Amplify Which Harvest Client is You

Choose your own business from your Harvest client list. If you haven’t added yourself as a client in Harvest, simply choose I’m not in Harvest and add your Company Name.

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4 Define which Clients are Retained

Effortlessly give Clients the Retainer Dashboard

All your clients are classic Ad-Hoc clients to begin with. If any of these are on a monthly retainer model, simply flick that client’s switch to Retainer.

Assuming the sync has completed, Amplify will now be fully functional. You can now fine-tune Amplify with optional Colour Schemes, Credit Limits and Rollover adjustments at your leisure.

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5 Start Inviting Clients

Create their logins and surprise them with your impressive new service

Use the Cog of Power (top right) to access all Amplify’s Admin features all in one place. Choose Manage Clients then Add User. Once you’ve added their email and assigned them a password, email them with the good news! Don’t forget to tell them about the tooltips button too.

And that’s it! Optional stuff below : )

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Tinker (optional)

Paint the house in your own colours

Coming in 2019.

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Global Cloud Panel Additions (optional)

Provide useful items for all clients

Coming in 2019.

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Change Global Ad-Hoc Credit Limit (optional)

Define how many hours fill the main dials

Coming in 2019.

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Elect to use the Retainer Rollover Model (optional)

Control how much time can extend into next month

Coming in 2019.

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Add more Admin Users from your business (optional)

Invite collegues to use Amplify

Coming in 2019.

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