How Do I Manage User Permissions and Access Levels in Avid?

Use this article when…

• You need to give a teammate access to Avid (or restrict access).
• You need to confirm who can view invoices or update billing details.
• Invoice emails are going to the wrong person (or nobody is receiving them).

Applies to

Permission levels overview

For each platform section, you can assign one or more permissions:

• View: See available content or configurations.
• Edit: Modify configurations, input data, or update content.
• Export: Download data (for example, PowerPoint exports).

Where to manage user permissions

1. Go to Settings » Team
   Click the Settings gear in the left navigation, then open Team.
   Expected result: You see a list of team members and their access levels.
2. Edit a team member
   Find the user, click the ellipses ( … ), then select Edit Team Member.
   Expected result: You see the user’s details and access level options.
3. Choose an access level
   Select one of the following:
   1. Full Access — Full View, Edit, and Export access across Avid.
   2. View Only — View Avid features and reports, but no edits or exports.
   3. Notifications Only — No access to Avid features, but can receive platform notifications.
   4. Custom — Set access per feature area (see below).

Invoices and billing permissions

Invoice visibility and invoice emails depend on both team access and personal notification settings.

Who can view invoices and manage billing details

• A user with Full Access can view invoices and receive invoices from Avid.
• A user with Full Access can also update the billing contact and charge items to the account (where available).
• An admin manages this in Settings » Team.

Billing notifications are set per user

Each user controls their own email notification settings. This is separate from the team access level.

How to turn billing invoice emails on or off

1. Open your profile settings
   Go to Settings and open Profile.
   Expected result: You see your profile page.
2. Find Email Notifications
   Locate Email Notification (email notification categories).
   Expected result: You see category toggles (including Billing).
3. Turn Billing notifications on or off
   Toggle Billing on to receive invoice emails, or off to stop receiving them.
   Expected result: Your billing email preference is saved for your user.

Troubleshooting: invoice emails are missing or going to the wrong person

1. Confirm team access
   In Settings » Team, verify the intended recipient has Full Access (or the access level your process requires).
   Expected result: The correct user has the correct access level.
2. Confirm Billing email notifications
   Ask the user to check Settings » Profile and verify Billing email notifications are enabled.
   Expected result: Billing notifications are on for that user.
3. Check spam/junk filters
   Have the recipient search spam/junk for recent invoice emails.
   Expected result: You confirm whether emails are being filtered.

Customizing a user’s access

With Custom access, you control permissions per feature area.

1. Benchmarks — General and seasonal benchmarks.
   • View: Access benchmark data.
   • Export: Download benchmark slides.
2. Scorecard — Performance ratings and projections across key fundraising metrics.
   • View: See scorecard data.
   • Edit: Apply custom filters to segment reporting.
3. Insights — Dashboards, presentation builder, and report pages.
   • View: Access dashboards and reports.
   • Edit: Edit goals for reports and segments.
   • Export: Generate presentations and download aggregate tables.
4. Pathways — Manage integrations with connected marketing and advertising platforms.
   • View: See connections and synced record counts.
   • Edit: Modify connections, fields, and filters.
   • Export: Create new Pathways.
5. Connections & Files — CRM, email, ad platform connections, and uploaded files.
   • View: See mapping and setup configurations.
   • Edit: Add or update connections and preferences.
   • Export: Download uploaded data files.
6. Settings & Team Members — Organizational settings and user management.
   • View: See organization profile info and team roster.
   • Edit: Update profiles and manage team access (including invites).
7. Billing — Organizational settings and user management.
   • View: See billing information. 
   • Edit: Update billing details (where available).

What you’ll see

• Your team members have the right access for their role.
• You can confirm who can view invoices and who should receive invoice emails.
• Invoice emails match each user’s Billing notification preference.

Best practices for user permissions

• Assign the least privilege necessary for each role.
• Grant Export only when downloads are required.
• Audit access regularly in Settings » Team.
• Use Edit sparingly for critical integrations (like Pathways and Connections).

Next steps

• Invite a new teammate and assign an access level in Settings » Team.
• Have billing recipients verify Billing email notifications in Profile.
• If invoices are still missing, submit a support ticket with the diagnostics above.