Adding Team Members and Managers
Invite members to the team to use Avochato.
Add Team Members
Adding new team members and managing permissions is simple! From the Avochato menu on the left, click “Invite New Users.” Enter the new user’s email address and click “Send Invite.” You can invite multiple people at once by separating their email addresses with commas.
To grant higher permissions, select “Add as a Manager.” You can also add the new users to your auto-assignment roster directly from this screen. Learn more about auto-assignment here.
Brand new users can now set their phone number and password when accepting an invitation. The phone number field remains optional. Updating or setting your phone number under your profile (or when accepting a new invitation), requires passing two-factor authentication.
Please note that the number of users that can be allocated to your account varies depending on how many seats you own as indicated by “User Invites Purchased” and “Invites Remaining”. For more information about seats and users, click here.
Remove Team Member from an Account
Team members in Manager or Owner permission are allowed to remove other members from an account. To remove a team member from an account, go to Invite Users and scroll down to find the user. Click on Actions button and then click the Remove From Account button.
Remove Team Member from an Organization
Removing a team member from your organization means that you are removing that user from all your inboxes. Only users with organization management permissions can do this. To do this, click your profile icon in the top right and select “manage organization”. Go to Users, and you will see all the users in your organization. Hit the checkbox beside the user you want to completely remove and select “Remove Organization” from the options below the list
User Permissions
Team member
These are the most basic users and have the fewest permissions.
- By default they can see all conversations, but managers can restrict permissions so that they can only see conversations assigned to them
- By default, they can make adjustments to the account settings. This permission can be turned off in Settings > Conversation Mgmt > Restrict Member Functionality
- Team members do not have the ability to grant other user permissions
Manager
These users have the ability to oversee team members, remove team members, demote users and make adjustments to settings.
- Managers can see all conversations within an inbox
- Ability to adjust most settings
- Can also promote a user from “member” to “manager”
- Can remove team members from Avochato
- Can also be given the ability to view all inboxes in an account or receive billing emails
- Can create new inboxes
Owner
This is the highest permission level and is the default profile given to the creator of the account
- Oversee all inboxes and all users
- They can make adjustments to any inbox
- Can grant managers access to manage other inboxes or receive billing emails
- Can promote another user to Owner
- Can remove any other users
User Roles
On the invite users tab, you can preset user settings based on their team. Click on the “Manage Roles” button in the top right corner. Click “Create Role” and configure settings needed for that team > Name Role > Click Save. Now when you invite users, you will be able to add a “role” to them based on their team.
Note: users can still adjust their settings once they sign in under “Edit Profile”.
