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Documentation Index

Fetch the complete documentation index at: https://docs.messagesender.ai/llms.txt

Use this file to discover all available pages before exploring further.

Amplifi organizes users into organizations, and each organization is its own workspace with separate contacts, campaigns, phone numbers, and billing. You can belong to one organization or many, and your role within each organization determines what you can do there.

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Roles in Amplifi

There are two roles at the organization level.

Standard member

Can view organization data, manage contacts, send campaigns, launch polls, and reply in the Conversations inbox. This covers the full day-to-day messaging workflow.

Billing contact

Everything a standard member can do, plus the ability to manage billing and team membership for the organization. This includes inviting and removing members and handling credit or plan changes.
There is no tiered permission system within the standard member role—all members have the same access to campaigns, contacts, conversations, and polls. Role differences are limited to billing and team management.

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Inviting a team member

Only billing contacts can invite new members to an organization.
1

Open Settings

Click Settings in the left sidebar.
2

Go to the General tab

Team management is in the General settings area.
3

Add a member

Use the team management controls to add a new member. You can also set or remove billing contact status for existing members from this same area.
Amplifi prevents you from removing the last billing contact from an organization without first assigning another member to that role. There must always be at least one billing contact on an active account.

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Removing a team member

Billing contacts can remove members from an organization in Settings > General. Removing a member revokes their access to that organization’s data immediately. If the member belongs to other organizations, their access to those is unaffected.

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Switching between organizations

If you belong to more than one organization, you can switch between them directly from the app.
1

Find the organization switcher

The organization switcher is available in the sidebar. It shows your currently active organization.
2

Select the organization you want

Click the switcher and choose the organization you want to work in. The app reloads into that organization’s workspace.
All data in Amplifi—contacts, campaigns, phone numbers, and billing—is scoped to the active organization. When you switch organizations, you are working in a completely separate workspace.

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Making someone a billing contact

Billing contacts can grant or remove billing contact status for other members.
1

Open Settings > General

Navigate to Settings and select the General tab.
2

Find the member

Locate the team member in the membership list.
3

Update their role

Use the controls next to their name to set or remove billing contact status.