User Roles
| Role | Description |
|---|---|
| Admin | Full access to all workspace settings, integrations, billing, team management, and data. Can invite and remove users, change roles, and configure workspace-level settings. |
| Member | Access to signals, feed, accounts, contacts, sequences, and automations. Cannot manage workspace settings, billing, or team membership. |
Inviting Teammates
Admins can invite new users to the workspace:- Navigate to Settings > Team.
- Click Invite Member.
- Enter the email address(es) of the people you want to invite.
- Select a role (Admin or Member).
- Send the invite.
Managing Team Members
From Settings > Team, admins can:- Change roles: promote a Member to Admin or demote an Admin to Member.
- Remove users: revoke a user’s access to the workspace. Their historical activity (automations created, signals resolved) remains intact.
What Each Role Can Do
| Capability | Admin | Member |
|---|---|---|
| View signals feed | Yes | Yes |
| Create and edit signals | Yes | Yes |
| Create and edit automations | Yes | Yes |
| Create and edit sequences | Yes | Yes |
| View accounts and contacts | Yes | Yes |
| Manage integrations | Yes | No |
| Configure notifications | Yes | No |
| Manage domains | Yes | No |
| Edit ICP / account scoring | Yes | No |
| Manage billing and plan | Yes | No |
| Invite and remove users | Yes | No |
| Change user roles | Yes | No |
Best Practices
- Limit Admin access: only give Admin roles to people who need to manage integrations, billing, or team settings.
- Invite your full team: the more reps using Avina, the faster signals get acted on. Members have full access to the signal workflow.
- Review access periodically: remove users who have left the team or changed roles to keep your workspace clean.