Roles & Permissions

Avina uses role-based access controls to manage what each team member can see and do within your workspace.

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User Roles

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Inviting Teammates

Admins can invite new users to the workspace:

1. Navigate to Settings > Team.
2. Click Invite Member.
3. Enter the email address(es) of the people you want to invite.
4. Select a role (Admin or Member).
5. Send the invite.

Invited users receive an email with a link to join the workspace. They’ll need to create an Avina account if they don’t already have one.

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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.

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What Each Role Can Do

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Best Practices

1. Limit Admin access: only give Admin roles to people who need to manage integrations, billing, or team settings.
2. Invite your full team: the more reps using Avina, the faster signals get acted on. Members have full access to the signal workflow.
3. Review access periodically: remove users who have left the team or changed roles to keep your workspace clean.