Manage Team Members

Within an Avacy Team, there can be multiple accounts with different roles and permissions.

The different roles that can be assigned are:

Admin Has access to all the Team's web spaces and related functions. Has access to billing and payments and Team settings.

Billing Has access to billing and payments and Team settings. Can view all or some of the Team's web spaces in read-only mode.

Editor Can have access to all or some of the Team's web spaces and related functions. Does not have access to billing and payments and Team user management.

There must be at least one Admin account within a Team. The Admin role is automatically assigned to the account that creates the Team. Avacy allows for multiple Admin accounts within the Team.

Add a new user to a Team

To invite a new user to your Team, go to the “Team Settings” page, accessible from the top navigation menu by clicking on the Team name.

Then choose the “User and Role Management” tab and click the “Invite new user” button at the top right.

A window will open where you can:

Enter the email address of the account to invite
Choose one of the roles to assign to the account being invited

If the Editor role is assigned, it is possible to customize access to the Team's web spaces, choosing whether to grant access to all or only some to be selected. Note: Web spaces that will be created in the future by the Team will only be accessible to users with “Access to all the Team's web spaces”.

Only an Admin account can invite another user to the Team.

Once the options for the account to be invited are defined, click the “Invite” button: the user will receive an invitation at the indicated email address and will be able to join the Team.

Change the role of a Team account

To change the role of an account within the Team, go to the “Team Settings” page, accessible from the top navigation menu by clicking on the Team name.

Then choose the “User and Role Management” tab and from the list of Team users, click the “Edit user” button corresponding to the account to be modified.

A window will open where you can change the user's role. Note: There must always be at least one Admin account within the Team. Therefore, if there is only one Admin in a Team, they will not be allowed to change their role without first inviting another account as Admin.

Only an Admin account can change the permissions and role of another user.

Once the new role for the account is defined, click the “Edit user” button.

Give partial access to a Team account

To modify an account's access to only certain web spaces of the Team, go to the “Team Settings” page, accessible from the top navigation menu by clicking on the Team name.

Then choose the “User and Role Management” tab and from the list of Team users, click the “Edit user” button corresponding to the account to be modified.

Only an account with the Editor role can be given partial access to the Team, so this role must be assigned to the account.

Then, under “Customize access to web spaces”, choose the “Access only to selected web spaces” option. From the dropdown menu below, select the web spaces you want to grant access to. Note: Web spaces that will be created in the future by the Team will not be accessible to this account.

Only an Admin account can change the permissions and role of another user.

Once the roles and permissions for the account are defined, click the “Edit user” button. From this moment on, in their home, the modified account will only see the web spaces they are allowed to access.

Remove an account from a Team

To remove an account from a Team, go to the “Team Settings” page, accessible from the top navigation menu by clicking on the Team name.

Then choose the “User and Role Management” tab and from the list of Team users, click the “Remove user” button corresponding to the account to be removed.

A window will open asking for further confirmation of the action to be taken. By clicking “Remove user,” the account will be permanently removed from the Team.

Only an Admin account can remove an account from a Team.

Note: There must always be at least one Admin account within the Team. Therefore, if there is only one Admin in a Team, they will not be allowed to remove their account without first inviting another account as Admin.